Deal Stage Progress Notification Follow

The Deal Stage Progress Notification ensures effective communication by sending automated emails to both the contact and the deal owner whenever a deal stage is changed. By automating notifications, the flow enhances transparency, fosters collaboration, and saves valuable time.

Topics Covered

• Business Type
• Template Type
• Use Case
• Key Features of the Flow
• Steps Used in Creating the Flow
• Breakup of Items Used in the Flow
• Benefits

Business Type

This flow is best suited for B2B, SaaS, and service-based industries focused on improving communication and keeping all stakeholders informed about deal progress.

Template Type

Here we have used the Campaign Templates to send Emails to contacts and Send Internal Email to the owner of the Deal.

Use Case

When a deal is moved to any stage, this flow automatically notifies both the contact and the deal owner via email, ensuring everyone is on the same page about the deal's progress.

Key Features of the Flow

• Automatic Trigger:
  Activates whenever a deal stage is updated to "New."

• Dual Notifications:
  Sends automated emails to both the contact and the deal owner for improved transparency.

• Time-Saving Automation:
  Eliminates the need for manual follow-ups by automating notification emails.

Steps Used in Creating the Flow

Please click here to learn how to create a new Smart Flow or access the Flow Templates.

• Record Updated Trigger:
  • Description: This flow is automatically triggered when a record, such as a deal stage, is updated to a value like "Contacted."
  • Practical Use-Case: You can automate follow-up actions, such as notifying the contact or updating internal teams about the progress whenever there is an update in the Record.
• Send Flow Email Action:
  • Description: This action sends an automated email to the contact, providing updates or relevant information based on the deal's progress.
  • Practical Use-Case: Automatically send a personalized email to the record ensuring they stay informed without manual intervention or you can send campaigns to have better engagements.
• Send Internal Email Action:
  • Description: This action sends an internal notification email to team members, such as the deal owner, to keep them updated on key changes.
  • Practical Use-Case: Notify the owner or teammates via email whenever some actions are performed, ensuring they are promptly informed and can take necessary actions.

Breakup of Items Used in the Flow

Trigger:

• Record Updated: When the Record is updated the flow will triggered.

Actions:

• Send Flow Email: An automated email is sent to the contact as a part of the flow.

• Send Internal Email: A notification email is sent internally to the deal owner.

Benefits

• Enhanced Transparency: Keeps both clients and internal teams informed, fostering trust and clarity.

• Stronger Collaboration: Ensures all stakeholders have real-time updates for seamless coordination.

• Time Efficiency: Reduces manual workload with automated notifications, letting teams focus on higher-value tasks.

The Automated Notifications on Deal Stage Change Smart Flow is a perfect solution for businesses seeking to improve communication, boost team collaboration, and streamline their deal management processes. Ensuring timely updates drives operational efficiency and builds trust with clients.