Stage Automations

Stage automations let you trigger actions automatically when a contact enters a pipeline stage. This reduces manual work and ensures consistent processes across your team.

Available automations

Each stage can have one or more of the following automations:

Move to next pipeline / stage

Automatically move the contact to a different pipeline or a specific stage within another pipeline. Useful for hand-offs between teams or advancing contacts through multi-pipeline workflows.

Duplicate contact

Create a copy of the contact record when they enter this stage. This is useful when a single contact needs to be tracked in parallel workflows.

Mark as client

Automatically set the contact's status to “Client” when they reach a winning stage (e.g., “Closed Won”). This updates the contact record and makes them filterable as a client in the Contacts list.

Generate activity on entry

When a contact enters this stage, a modal prompts you to log a meeting or activity. This ensures that moving a deal forward always includes a logged interaction, which feeds into your Scoreboard metrics.

Change color on inactivity

Set a number of days after which the card changes color on the Kanban board. For example, if a card sits in “Proposal Sent” for more than 7 days without an update, it could turn red to flag it as stale.

Configuration options:

• Days — Number of days of inactivity before the color changes.
• Color — The highlight color to use (e.g., yellow, orange, red).

AI prompt

Assign an AI prompt to a stage. When a contact enters the stage, the AI processes the prompt using the contact's data and generates suggested actions or insights.

How to configure automations

When creating or editing a pipeline, click the automation icon next to any stage. A modal opens where you can toggle each automation on or off and configure its settings.

Best practices

• Use inactivity colors on every stage — Stale deals are easy to miss. A 5-7 day inactivity rule catches them before they slip through.
• Auto-mark clients — Put the “mark as client” automation on your final winning stage to keep your client data accurate.
• Generate activities at key stages — Require a logged meeting at stages like “Demo” or “Negotiation” to ensure follow-through.