Activity Deal Association Follow

This action associates a deal with activity when the activity record reaches a particular stage.

Associating activities with the deals helps you to keep track of your upcoming activities from the Deal timeline. 

How to use "Activity Deal Association" Action?

• Let's drag-drop the "Activity Deal Association" action step on the journey's canvas.

Use Cases

Associate activity to the deal as the contact is created

• For Example, You are creating a deal when a contact is created in Salesmate and later creating an activity to follow up with the customer. 
• Now, using the Activity Deal Association, You can easily associate the newly created activity with the existing deal via Automation Journeys. 
• Here, The Automation is triggered as the contact is created, this in turn creates a Deal and an activity. This activity is associated with the Deal so that you can keep track of the activity from the Deal timeline.