How to create a deal automatically

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  • Опубликовано: 9 фев 2025
  • Set up automatic deal creation with contact data after certain conditions are met, for example, following a link or receiving an event.
    To do this, add the "Action" element in the autoflow and select "Create a deal."
    Select the status of the deal - at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.
    CRM Marketing Platform: sendpulse.com​​​​
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