Popular recipes for sales triggers

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Note: This feature is currently in a closed beta and is only available to select customers.

The example recipes in this article are common use cases for sales triggers that you can use with your organization to save time and streamline everyone’s workflow.

This article includes the following recipes:

• Changing the owner of a deal
• Changing the deal stage and marking it as Hot

Related articles:

• Creating sales triggers
• Editing, deactivating, and deleting sales triggers

Changing the owner of a deal

This recipe allows you to change the owner of a deal when it's at the stage of being ready for demo or the deal value increases to more than a specified amount and the deal originated from a tradeshow.

When: Deal is updated

If:

Single condition examples

• Deal Value is greater than 10000
• Deal Source is Tradeshow
• Deal Stage is Ready for demo

Multiple condition examples

Deal Stage is Ready for demo

OR

(Deal Value is greater than 10000 AND Deal Source is Tradeshow)

Then: Update Deal owner to <appropriate salesperson>

Changing the deal stage to mark it as Hot

Use this recipe to change the stage of a deal to 'Hot' (using only single conditions) if the deal originated from a webinar or the likelihood of winning the deal is over a specified percentage. Alternatively, instead of using single conditions, you can stipulate a variety of conditions.

When: Deal is updated

If:

Single condition examples

• Deal primary contact is VIP Company
• Deal source is Webinar

Multiple condition examples

Deal value is greater than 10000

OR

(Deal primary contact is VIP Company)

OR

(Deal primary contact is VIP Company AND Deal state is New York)

Then:

• Update deal stage to Ready for demo
• Update deal to Hot