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Pipeline automation by Deal Health as trigger

Now within the triggers section, specifically under “Deal Health Hot, Warm, Cool, and Cold,” you have the capability to create the automation to respond proactively to changes in deal health.

Use Case: Improved Pipeline Management with “Deal Health” as triggers are set.


Under the “Triggers”option:

  • We have now added four new options called “Deal Health Hot, Warm, Cool & Cold.”
  • You can now create different automations for different deal health, such as hot, warm, cool, and cold. 
  • These automations will be triggered when the deal’s health status changes.

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