How to Send a Message Triggered by a CRM Event
With SendPulse, you can create an automation for creating a deal or changing a deal stage in CRM, for example, from "New" to "In Progress."
Process customer data using various elements, and inform your customers about changes in the deal stage through different communication channels — email, SMS, web push, Viber, Instagram, Telegram, Facebook, or WhatsApp.
In this article, we'll show you how to add and configure each element and start an automation.
Go to "Automations360" section and click Create new automation.
Configure Automation Settings
Enter your automation name, specify the sender, connect Google analytics, and select the unsubscribe page and unsubscribe form's language.
Set the Series Start
You can choose "Create deal" or "Change deal stage" as your start condition and send a message at a specific stage of working with a client.
Create a Deal Start
With the "Create Deal" start condition, the automation flow will be launched after a deal is created.
In the "Flow start" element, select "Create Deal."
Select the pipeline in which you want to track your deal stage change, current deal stage, and source of adding the deal.
You can check if you want to stop the series by event and select an event.
As soon as the service tracks an event with the subscriber's email address, the flow will stop for this contact.
You can also count a series stop as a conversion.
Click Apply.
Change a Deal Stage Start
With the start of the "Change deal stage" event, the automation flow will start when the deal stage has changed, for example, from "New" to "In progress."
In the "Flow start" element, select "Change deal stage."
Select the pipeline in which you want to track the change in the deal stage, the current and future deal stages, and the source of adding the deal.
You can check if you want to stop the series by event and select an event.
As soon as the service tracks an event with the subscriber's email address, the automation will stop for this contact.
You can also count a series stop as a conversion.
Click Apply.
Add an Element to Send a Message
In Automation360, you can send a message to the user via "Email," "SMS," "Viber," "Push," and "Messenger" elements.
Your flow will be sent to your primary contact one time. If you have saved more than one phone number and email address in a contact card, the system will send your flow to your selected primary contacts. By default, the email address and phone number you added first are recognized as your primary contact.
You can also use the {{email}} and {{phone}} variables within the same flow element, for example, to add an email address to your SMS message text.
Drag the "Email" element into the editor field, and specify the start message’s sending time.
Please note that the CRM contact that goes through the flow must have an email address. Contacts with only a phone number will not receive your email.
Read more about block execution conditions in the article: Element (Block) Execution Time.
Enter your email subject and preheader. You can personalize the subject and preheader by adding variables.
Select a template. Additionally, you can attach files to your email.
Learn more: "How to Create Your Own Template",
"How to Create Dynamic Emails Triggered by Events Using Pre-made SendPulse Templates"
You can also turn off the unsubscribe link if you are sending a transactional email.
You can disable the unsubscribe link for only three "Email" elements.
Click Apply.
SMS
Drag the "SMS" element into the editor field, and specify the start message’s sending time.
Please note that the CRM contact that goes through the flow must have a phone number. Contacts with only an email address will not receive your message.
Enter the SMS sender's name and SMS text. You can personalize the message text and insert variables.
You can enter up to 11 Latin characters in combination with numbers as your SMS sender name, including spaces. Entering numbers without letters is not allowed.
Additionally, you can add the unsubscribe link, which will add from 23 to 25 characters to the overall length of your message text.
Click Apply.
Viber
Drag the "Viber" element into the editor field, and specify the start message’s sending time.
Please note that the CRM contact that goes through the flow must have a phone number. Contacts with only an email address will not receive your message.
Select your sender and message template. Add your variables from the list, and set the message lifetime.
Click Apply.
Push
Drag the "Push" element to the editor, and select the recipients of your push message.
Enter the start notification’s sending time. Enter your title, text, and a web push link for the notification. Specify the web push lifetime.
Additionally, you can replace the standard push notification image.
Click Apply.
Please note that to send push notifications, the subscriber of the selected site must have the same email address as the CRM contact that goes through the flow.
Read more: "How to Send Web Push Notifications in Automations."
Messenger
Drag the "Messenger" element into the editor field, and specify the start message’s sending time.
Select the chatbot with the help of which you want to send a message to subscribers.
Note: the recipient must be subscribed to the chatbot using which you will send the message and have an email or phone number included in your chatbot's Audience. Read more about how to get additional variables: Messenger in Automation 360 and How to Manage Subscribers and Their Data in Your Chatbot Audience.
Choose an action: send a message or start a flow.
In the "Message" block, enter the text of your message. You can also add variables and emoji to the text.
Click Apply.
Add Additional Elements
Additionally, you can add other elements and diversify the functionality of the flow. For example, you can add a "Condition" element to track your email opens and deliverability or a "Filter" element to branch the flow, depending on the variable value.
Save and Launch
Once you've finished setting up your flow, save and launch it.
The user will receive your message as soon as a new deal appears in your CRM or the deal stage changes.
Last Updated: 15.06.2023
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