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      Overview of Sales Pipeline Automations

      Gain an overall understanding of the Sales Pipeline Automations set up for you

      Updated: February 27, 2025

      This guide provides an overview of the pre-built sales pipeline automations available in your platform. Follow these steps to navigate and utilize these automations effectively.

      Accessing the Automations Tab

      1. Navigate to the Automations menu item where you'll notice that the Sales Pipeline has been split into two folders for newer accounts.
        1. Sales Pipeline and 
        2. Misc Sales Pipeline Workflows-DIY Integration Required

      Sales Pipeline

      Negotiation Stage

      1. Negotiation Workflow:
        • Triggered when a lead is moved into the negotiation stage.
        • Follow-Up:
          • A five-day wait period is followed by a task to follow up.
          • Tasks are listed on your dashboard and assigned to the contact's assigned user.

      On-Hold Workflow

      1. On-Hold Workflow:
        • Triggered when a lead is moved to the on-hold stage.
        • Follow-Up:
          • A 30-day wait period followed by a task to manually call the lead.
          • If no contact, another 30-day wait is followed by a task to send an email.
          • A further 30-day wait prompts a task to send a text message.

      Long-Term Nurture Workflow

      1. Long-Term Nurture Workflow A:
        • Triggered when a lead is moved to the long-term nurture stage.
        • Series of Emails:
          • A 45-day wait period is followed by a series of five emails, each sent after 45-day intervals.
        • Customization:
          • Customize emails to match your company’s branding and voice.
      2. NEW Long-Term Nurture Workflow A:
        • Triggered when a lead is moved to the long-term nurture stage.
        • Series of Emails:
          • A 30-day wait period is followed by a series of five emails, each sent after 45-day intervals.
          • A condition is established so that when an opportunity is in both the Sales Pipeline and the Long-Term Nurture stage, a series of five emails will be sent every 90 days. If the opportunity does not meet these criteria, the emails will not be dispatched and the opportunity will be removed from the workflow.
        • Customization:
          • Customize emails to match your company’s branding and voice.

      Short Term Nurture Workflow

      1. Short Term Nurture:
        • Triggered when a lead is moved to the "Short Term Nurture" stage.
        • Series and mix of Emails & Texts sent based on conditions:
          • Conditions include:
            • Phone number known, contact is opted-in and in the Short Term Nurture stage
              • Send SMS
            • Phone Number is unknown, contact is not opted-in and is still in Short Term Nurture
              • Send Email
            • Opportunity does not match any of the above conditions.
              • Remove from workflow
          • These actions will continue for a series of 5 texts and mails should the opportunity meet the conditions
      • Customization:
        • Customize emails to match your company’s branding and voiceSends a customizable welcome email to the lead.

      Closed Won Workflow

      1. Closed Won Workflow:
        • Triggered when a lead is moved to the "Closed Won" stage.
        • Welcome Email:
          • Sends a customizable welcome email to the lead.
      2.  Closed Won | Onboarding Campaign Workflow:
        • Triggered when a lead is moved to the "Closed Won" stage.
        • Welcome Email:
          • Sends a customizable welcome email to the lead.

      Misc Sales Pipeline Workflows-DIY Integration Required

      Appointment Confirmation and Reminder Workflow

      1. Appointment Workflow:
        • Triggered when someone books an appointment.
        • Initial Email: Sends an email with options to add the appointment to Google Calendar or Outlook, and options to cancel or reschedule.
        • Reminders:
          • 24 hours before the appointment, an email reminder is sent.
          • 1 hour before the appointment, an additional reminder is sent.

      Handling No-Shows

      1. No-Show Workflow:
        • Triggered when an appointment is marked as a no-show in the sales pipeline.
        • Assignment: Reassigns the contact if necessary.
        • Notifications:
          • A text message is sent asking if there's a better time to meet with a link to rebook.
          • If no response, an email is sent after one day.
          • After five days, the contact is moved to the "Long-Term Nurture" stage if there’s still no response.

      Sending Contracts

      1. Send Contract Workflow:  Make sure your owner contract is first setup in the system
        • Trigger: Activated when a lead is moved to the "Send Contract" stage.
        • Notifications:
          • An email is sent informing the lead that contract information will be sent separately.
        • Send Documents & Contracts
          • Using the element "Send Documents & Contracts" choose your owner contract to automatically send

      Additional Customizations

      1. Customizing Workflows:
        • Add notifications, tasks, or other actions by clicking the plus sign in the workflow where you need to add new elements.

      Workflow for Form Submissions

      1. Form Submission - New Lead Workflow:
        • This workflow is triggered when a form is submitted on your main homepage.
        • Assignment: The lead is assigned to a specific user. Ensure "Only Apply to Unassigned Contacts" is toggled on.
        • Opportunity Creation: An opportunity is created and appears in the "New Leads" stage of your sales pipeline.
        • Notifications: Both an email and a text message are sent to notify you of the new lead, using the contact details under "Custom Values" for client notifications.