In Brevo, you can easily automate the creation of deals using an automation that includes the Create a deal step, using our classic or new automation editor.
Classic automation editor | New automation editor |
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Automating the creation of deals can help you streamline your sales processes, reduce errors, and improve collaboration. It also reduces the need for manual data entry and other repetitive tasks, allowing you to focus on high-value tasks requiring your expertise and judgment.
Popular automation examples
Use in addition to a lead scoring model to automatically create a new deal when a contact reaches a specific score.
Automatically create a deal when a contact submits a form (A contact submits a form trigger).
Automatically create a deal when the subscription or contract renewal date of a contact is near (Anniversary trigger).
Automatically create a deal when someone books a meeting with you through Meetings (An event happens trigger).
Good to know
It is not possible to automatically update a deal attribute using an automation with the classic automation editor. If you want to update an attribute, such as "Lead source", we recommend adding it as a contact attribute instead of a deal attribute. You can then update it by adding the Update contact attribute step to your automation before or after the Create a deal step. You can update deal attributes with the New automation editor.
Before you start
- Make sure you have created your pipelines and set up your deal stages. Learn more in our dedicated article Create and manage multiple pipelines.
- Make sure you have created any contact attribute, list, form, or segment you'd like to use in the automation. If you want to use the Website activity entry points, make sure you have connected your website to Brevo using a plugin or the Brevo Tracker.
Step 1: Create your automation
To create your automation:
- Go to Automations.
- Click Create an automation.
- Select a predefined automation or create a custom one:
- Predefined automation: select an automation and click Use this automation.
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Custom automation: click Start from scratch, set the automation up, and indicate an entry point.
(Optional) If you want to allow your contacts to enter the automation multiple times and create a new deal each time, enable the Allow your contacts to enter the automation more than once option.
➡️ For exampleYou could allow a contact to enter your automation more than once so that a deal is automatically created every time their contract renewal date is near.
- (Optional) Add any steps you'd like your contacts to go through before reaching the Create a deal step.
- Click Use the new editor [Beta].
- (Optional) Click the name of your automation in the header to update it.
- Add a trigger.
- (Optional) Add any steps you'd like your contacts to go through before reaching the Create a deal step.
(Optional) Step 2: Assign the deal to a specific user or use a rotation
- In your automation, click the + button.
- Select Perform a CRM action > Assign a user to the contact.
- Choose how you want to assign the owner:
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Assign to a single user: Select the user who will be assigned as the owner for all contacts going through this step.
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Assign using a rotation between selected users: Select several users who will be randomly assigned as owners for the contacts going through this step.
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Assign to a single user: Select the user who will be assigned as the owner for all contacts going through this step.
- Click OK.
- In your automation, from the Actions tab, drag and drop the Contacts - Assign a user to a contact step into the canvas.
- You can assign the contact to a specific user or randomize user selection:
- Assign to: Select the user who will be assigned as the owner for all contacts going through this step.
- (Optional) Toggle Round-robin and select several users. The selected users will be randomly assigned as owners for the contacts going through this step. If you toggle Round-robin, the Assign to field is ignored.
- Click Save.
Step 3: Add the "Create a deal" step
- Click + to add a new step to your automation.
- Select Perform a CRM action > Create a deal.
- Set up how your deal should be created:
- Deal name: by default, the name of the deals will be the first name, last name, email address, or phone number of the contact.
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Add custom text to deal name: add custom text to the name of the deals to easily recognize the deals created through this automation.
➡️ For exampleIf you create an automation to create a new deal when a contact submits a form, you could add the custom text "Form submitted" to the deal name. If a new lead named John Smith entered the automation, a deal named "Form submitted John Smith" would be created. - Pipeline: choose to which pipeline the deals should be added.
- Deal stage: choose to which deal stage the deals should be added.
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Assignment: by default, the deals will be assigned to the owner of the contact who entered the automation.
❗️ ImportantTo assign the deal to another user, add the Assign a user to the contact step before the Create a deal step as explained in 3️⃣ (Optional) Assign the deal to a specific user or use a rotation. - Follow-up task: choose if you want to automatically create a to-do task to follow up on the deal and select a due date and duration. The to-do task will be assigned to the owner of the contact.
- Click ✔️ OK.
- (Optional) Add any steps you'd like your contacts to go through after reaching the Create a deal step.
- From the Actions tab, drag and drop the Deals - Create a deal step into the canvas.
- Set up how your deal should be created:
- Pipeline: choose to which pipeline the deals should be added.
- Stage: choose to which deal stage the deals should be added.
- (Optional) Add prefix to the deal name: add custom text to the name of the deals to easily recognize the deals created through this automation.
- (Optional) Select a specific deal owner: toggle to assign a deal owner. By default, the owner of the deal is the contact owner.
- (Optional) Create a follow-up task: choose if you want to automatically create a task to follow up on the deal and set up its type, name, due date and time, and add a note.
- (Optional) Add any steps you'd like your contacts to go through after reaching the Create a deal step.
Step 4: Activate your automation
Once you're done creating the automation, click Activate the automation. Now, any contact who matches the entry point will enter and go through the steps of the automation. A new deal will be created automatically when they reach the Create a deal step.
- Click Inactive.
- Select Activate automation. You'll see a recap of the audience entry and exit conditions for your automation.
- Click Activate automation.
⏭️ What's next?
- Create an automation to automatically create tasks
- Create an automation after a deal stage is updated
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