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deals
June 15, 2021

Trigger an Automation when changing a deal’s stage

We just released a new trigger for Automations called “Deal Stage Changed.” This update not only saves you time and keeps you on track throughout the transaction process, it also helps you give clients a better experience and ensures more repeat and referral business.

Now when you change a deal’s stage — for example, from “Pending” to “Closed” — an Automation can automatically trigger an Action Plan that creates future tasks and sends drip emails to stay in touch.

Here are some more examples of how to use it:

When a deal stage is changed, send a notification, add a lender and start an Action Plan that assigns tasks to your transaction coordinator. Try out this Automation.

When a deal stage is changed to Closed, start an action plan to change the lead stage to closed and start the Post Closing Action Plan to make sure your agents stay in touch. Try out this Automation.

Please note: Automations will not run when a deal is being created, only when the deal is moving from one stage to the next.

Here’s our help guide that covers a full rundown, including a video that shows how to use this new Automations feature.

For an in-depth overview of how to use Automations to convert more leads and provide a first-class client experience, read our help guide here.

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