Automation for deals

(deal stage change)

In this section, you will find insights on how to automate your deal tasks in ActiveCampaign.

You want to focus on closing deals and growing your business, not on administrative tasks. That's why automating your sales process with ActiveCampaign is so important.

Here are the steps to follow:

1. Set up your deals stages

2. Create an automation

3. Define a trigger

4. Set up the automation

5. Test and refine

To learn in detail how to automate deal tasks, check our tutorial below! 👇

If you have any questions, don't hesitate to email us for free assistance, we are happy to help you.