Registering when a proposal is accepted by the customer is essential to ensure agile and effective follow-up throughout the sales process. With Ploomes automations, you can automate the creation of interactions at this moment, ensuring that the team is notified immediately after the approval.
Configuration
1. Create a New Automation
Go to Administration > Automations
Select the Proposal entity
Click New Automation
2. Configure the Description, Trigger, and Filters
In the Automation Description field, enter a name that identifies the action.
Example: Create an interaction when a proposal is acceptedUnder When should the automation be triggered?, select:
When the proposal is approved or rejected (online)
Next, click the + icon to add a filter. At this stage, configure the following criteria:
1st Filter
Deal > Pipeline equals [Pipeline Name] (optional filter)
(The naming may vary depending on the account — “Deal”, “Workflow”, etc.)
2nd Filter
Accepted externally equals Yes (required)
3. Define the Action
Under When triggered, what should the automation do?, select:
Create interaction record
Next, configure the fields for the interaction record that will be created:
Interaction Type: select the interaction type you want (e.g., Phone Call)
Date: In this case, 'Days after automation = 0' will be used so that the record date is populated with the current date.
Description: Enter a descriptive text
Example: The customer accepted the proposal, make contact!
Click Save.
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