Funnel automations can save clicks by moving the process or duplicating it to a new stage when certain conditions are met. They can create tasks, trigger an email to a user, or automatically fill in some business information.

They consist of a trigger, filters, and a list of actions – we’ll see ahead how to configure them.

Funnel automations are limited compared to generic automations, which we will cover in the last module of the training.

In the funnel stage settings, click on ‘Configure Automations’ at the desired stage, and then click on ‘New Automation’.

Fill in the automation description with a brief overview of what it does. It’s important to document the automation well to facilitate future account maintenance.

Then, fill in the trigger:

"Trigger" means "When will this automation run?"

The filter for the automation is optional, just like in checklists. It defines under which conditions the automation should run.

In "When triggered, what should the automation do?" we define the automation actions:

Select the field to be edited and the value to be filled in:

Moves the business to a different stage.

It’s important to note that won or lost deals cannot have their stage changed, so this automation only works with triggers like ‘When the business is reopened’ or ‘When the business enters this stage’.

Fill in the new stage to configure:

Duplicates the business into a new stage.

I recommend using this automation at the last stage of the funnel, ‘When the item is won, duplicate in a new stage’ to move deals from the prospecting funnel to the sales funnel, for example.

It’s beneficial to mark deals as won when their journey in the funnel is completed and create a new deal in the next funnel to have a detailed history of each process.

To configure, fill in the new stage of the business:

Sends an email to the selected recipient.

First, select the sender type – an automatic email will be sent from no-reply@ploomes.com. If a user has SMTP configured, they can be selected as the sender.

Next, set up the recipient – it can be a configured field, such as the contact’s email, or a fixed recipient, like your company’s finance department.

Finally, configure the email content by filling in the subject and body.

You can personalize the email with placeholders, such as the customer’s name, in the "Fields" section.

Creates a task for the defined users, set for x days after the automation trigger.

Fill in the fields to customize the task.

Funnel automations run with the permissions of the user who triggers the action. This means that if the user does not have access to the sales funnel, an automation that duplicates the business in the sales funnel will not run.

Generic automations, which we will cover later, run with administrator permissions.

As mentioned earlier, automations cannot move won or lost deals.

Be cautious with email triggers, as an automatic email may be sent to the client at the wrong time if not configured correctly.