“We are continuously enhancing integrations between our services and expanding the capabilities of our automated flows. Today, we’re thrilled to announce our two exciting updates: an automated deal status change in Automation 360 and four new triggers in our online course builder. Give them a try to take your sales pipeline automation to the next level!”

Automated deal status change in your CRM system

We have introduced a new value for the “Action” element, which allows you to change the deal status for your contacts as they progress through your flow.

Here’s how you can automatically update a deal stage in your CRM system:

• choose a flow;
• specify the initial and the new deal status.

For instance, let’s say you’ve created a flow triggered by an abandoned cart. If your customer completes a purchase after receiving your reminder, you can update their deal status and move them to the next stage of your sales pipeline.

New automation launch triggers in EDU

You can now improve the efficiency of your automated flows by monitoring your students' actions and using them as triggers. It will allow you to automate a wider range of routine tasks for your online course flow.

The following triggers are now available:

• adding a student;
• receiving a student’s payment;
• granting a course certificate;
• course completion.

Read more about creating and assigning triggers to automate your online course flows in our knowledge base.

If you need help with setup or have any other questions, contact our tech support team — we're in touch 24/7.