Stage Automation

Stage Automation

As a pipeline-centric CRM, Bigin streamlines your business processes by pushing records through pipeline stages. To enhance Bigin's primary functionality and streamline operations even further, you can set up automations that govern stage transitions and perform actions automatically.

                                                                                   
Every time you add a deal to your pipeline and want to trigger a set of actions, you can set up a stage automation directly in the Kanban View, as well as additional criteria, if required.
                                                      

To create a stage automation:

  1. From the pipeline view in the Pipelines module, go to the desired stage and click on the more (...) menu for that stage.
  2. Click on Stage Automation in the menu.
  3. From the Create Stage Automation panel, select the actions you want to trigger when a deal enters the current stage from the list of options available under the Actions section. The actions that you can trigger in a stage automation are similar to the actions that you can trigger in a workflow. Except for custom actions and topping-related actions, you can trigger additional actions like the following:
    1. Send email
    2. Update field
    3. Assign owner
    4. Create connected record
    5. Create activity
      1. Create task
      2. Create event
    6. Tags
      1. Add tags
      2. Remove tags
                 

Apart from these actions, you can also include additional criteria if required.

                                                                  

You can also comprehensively manage all of the stage automations you've created in your Bigin account from the automation settings by navigating to Setup > Automations > Stage Automations.
                    
Let's say you want to automatically send an email with a quote every time a deal enters the Proposal stage. You can achieve this by creating a stage automation.
                                                          

Permissions:

Everyone with access to the Automation tab will be able to access stage automations.

Automation rule limits

Previously, we set a limit on the number of workflow rules allowed per account, but with this enhancement, your overall automation rule limit will count both workflow rules and stage automation rules together.

Below are the number of rules that you can create in each edition of Bigin: 
  1. Bigin Free - 3
  2. Express - 30
  3. Premier - 50
  4. Zoho One - 50 

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