Bespoke Your Process With Powerful Updates to Automated Events

We’ve added new capabilities to your process that will have a big effect on streamlining your workflow.

In a time when life keeps telling us to “let go” and “stop trying to control everything”, we are here to give you back some peace of mind with more control over the technology you use to be better at your job.

For starters, we’ve added new conditions and rules to automated events that allow users to do more complex things. Now available within all of the modules, the phrase "If this, then that" has now become your new best friend. 

This feature allows you to set conditions and rules to make very specific actions happen when an event is created. Here’s a few examples of how awesomeness could play out:

• When you've won a sales project, an account growth project is only created IF they're in a certain industry  
• You want to send a notification to guide, but only IF the value of that account is above a certain size
• You send an email to the Sales Manager that a Sales Project is won IF the won reason is “Strategic Planning”
• Create a strategic account project and then automatically create an implementation project IF the value is more than x.
• When you lose a deal in the pipeline due to timing being off, but they were a great fit  and we don't want to lose track of them, we can create a prospect using conditions and rules

The world is your oyster when it comes to ways you can use automated events. What would you like to do when a specific event is created? What action do you want to take? Do you want to add a label? Remove a label? Create a task? Create a prospect?

In addition to the amped up conditions and rules, when a sales project is won you can now  get more specific about the information that gets carried over to the next project when you win a deal, convert a prospect or create an account growth project. Anything you deem important to keep track of like technical fit, project delivery date or opportunity score can now follow you to the next phase.

This applies to both projects created from events and also from a step in the process.

Allowing you to:

• Select the process
• Assign an owner
• Copy value and other custom field information
• Copy documents
• Copy contacts and stakeholders
• Copy products
  
  

In a world where friends and even family encourage you to swipe right, we're here to tell you it's OK to be super selective, and now we've just made it even easier. 💥

Check out how to do some other cool stuff on automated events with our help center here.