Pipeline Automation for Sales Meetings

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi there — I have a sales pipeline with the following stages: Opportunity, Meeting Scheduled, Meeting Complete, Closed Won/Lost.

Additionally, I have call/meeting outcome properties: Connected - Meeting Scheduled, Connected - Meeting Complete.

What I am trying to do is have a deal get created when either of the above calls/meetings is logged, and if it is going under the scheduled phase, there needs to be a branch that checks to see if a completed meeting log has occured and advance the deal stage accordingly.

I am able to get the first portion of this completed, however, i’m running into issues for the portion that advances the deal stage after a completed meeting is logged. I also want to avoid creating duplicate deals.

Thanks in advance.

2

Hi @cives,

Once the deal is created, you would have to continue your automation with a deal-based workflow, is that what you’re doing? (The default is a contact-based workflow.)

With a deal-based workflow there isn’t any risk of creating duplicate deals (unless you really try). You could enroll and branch by Activity properties where you can specify your meeting type and outcome. With the “Set property value” action you can then move along the deal to the desired stage.

Let me know if you have any follow up questions!