How to Create a Sales Automation?

Set up Sales Automation Process

1. Go to Sales Automation Icon 

   
   available on the left navigation bar.

2. Click on "Create New". You will see a new page to create automation.

3. Please enter the name for the automation rule to easily identify it in future easily. 

4. Select the required trigger from the available options for the automation to execute. 

5. Next, you can select the criteria you want to apply based on the triggered variable,  Client, Document or Opportunity. 

E.g., if Document is selected as a trigger variable, then you can filter on Document, Client or Opportunity. 

6. Now, choose what action you want to perform when the Automation rule is triggered. The actions can be based on :

1. Creating a new Action

2. Updating fields of the triggered entity

3. Update fields of all related activities of the triggered. E.g., Mark all the related task as completed whenever an opportunity is an update, and the Stage has changed to Won.

Note: You can choose up to five actions to execute in one automation rule. 

7. Depending on the action selected, you would need to provide additional information for the action to execute. E.g., As we are updating the Client and Opportunity fields, we would need to provide the field names that are to be newly updated. 

8. Once you have activated your automation rule, all of your sales automation will be listed on the Sales Automation page within the Zomentum app.

Note: If you have multiple sales automation with the same trigger and filters, we will only run the topmost automation rule.

Now that we know the setup procedure for Sales Automation let’s see how Sales automation can help us in our Sales cycles.

How to Edit  a Sales Automation ?

Use the edit icon in the right corner of every automation in the automation section, to edit. 

How to Clone a Sales Automation?

How to Delete a Sales Automation?

Use the Delete icon in the right corner of every automation in the automation section, to Delete.