Keep your sales pipeline moving with automated follow-ups, deal stage updates, activity tracking, and intelligent reminders. Never let a deal slip through the cracks.
Key benefits of sales pipeline automation
See how this automation works step by step
Trigger
Deal stage change or activity threshold
Detect deal stage change
Trigger appropriate follow-up sequence
Schedule next task for rep
Update deal probability
Send Slack alert if deal stalls
Generate proposal if requested stage
Output
Deal progressed with tasks scheduled and documents generated
Common implementations of this use case
Follow-up sequence automation
Proposal generation
Contract routing
Renewal management
Build your first workflow today
Start with a sales pipeline automation template or build from scratch
Authenticate with the apps you need via OAuth or API key
Modify triggers, actions, and logic to match your process
Turn on your workflow and watch it run automatically
Frequently asked questions about sales pipeline automation
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