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.

Common Automation Examples

Here are practical automations you can set up for your pipelines:

Automating Stage Transitions

You can also automate the movement of opportunities between stages. For example:

• Move an opportunity to "Qualified" automatically when the contact fills out a qualification form.
• Move to "Proposal Sent" when a proposal email is opened by the contact.
• Move to "Won" when a payment is received through your invoicing system.

Tip: Start with simple automations like notifications and reminders, then build more complex sequences as you become comfortable with the workflow builder.

Need more help? Contact Lead Fuel CRM support for personalized assistance.