Pipeline Automation
OPPORTUNITIES & PIPELINES Pipeline Automation Lead Fuel CRM lets you automate actions based on pipeline activity.
When opportunities move between stages, are created, or are marked as won or lost, you can trigger automated workflows to save time and ensure consistent follow-up.
PIPELINE WORKFLOW TRIGGERS You can build workflows that are triggered by pipeline events.
Available triggers include: • Opportunity Created: Fires when a new opportunity is added to a pipeline.
• Stage Changed: Fires when an opportunity moves from one stage to another.
• Opportunity Status Changed: Fires when an opportunity is marked as won, lost, or abandoned.
• Opportunity Value Changed: Fires when the deal value is updated.
• Stale Opportunity: Fires when an opportunity has not been updated for a specified number of days.