Sources of Automatically Added of Deals

You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels.

Chatbots

Set up automatic deal creation with contact data when a contact performs a certain action, for example, clicking the “Buy” button.

To do this, add the "Action" element in the chatbot flow and select "Create deal."

Select the status of the deal — at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.

Automation 360

Set up automatic deal creation with contact data after certain conditions are met, for example, following a link or receiving an event.

To do this, add the "Action" element in the autoflow and select "Create a deal."

Select the status of the deal — at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.

Click Apply.

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