The Deal Stage Match trigger activates the flow when a deal reaches a specific stage, allowing automated actions to occur based on that stage.
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How to Configure Deal Stage Match Trigger
- While creating the Trigger Based Flows select Deal Stage Match trigger.
- Once selected, you would then need to configure the block.
- As you click on the block, a pop will open to add following details.
- Name: Enter a clear and descriptive name for the trigger to easily identify its purpose within the flow.
- Description: Provide a brief explanation of what the trigger does and its role in the flow, helping to clarify its function.
- Pipeline: Choose the specific pipeline where the trigger should apply, defining the context within which the deal stage change will be monitored.
- Stage: Select the particular deal stage that, when matched, will activate the flow.
- Once added, hit on Save.
Practical Example
When a deal is marked as "Won", an automatic text goes out to the sales team to celebrate the achievement and remind them to follow up with the customer. This fosters a positive relationship and encourages future sales opportunities.
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