In Brevo, you can easily automate actions after the update of a deal stage, such as the sending of emails, using our classic or new automation editor.
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Automating 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. This can be useful, for example, to send an email to contacts who haven't interacted in a while, contacts who have just qualified, or contacts with whom you just closed a deal.
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.
Step 1: Create your automation
To create your automation:
- Go to Automations.
- Click Create an automation.
- Click Use the classic editor.
- Give a name to your automation.
- (Optional) Add a description.
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(Optional) If you want to allow your contacts to enter the automation multiple times and create an automation every time the contact goes through a specific stage, 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 an email is sent every time they go through the Qualifying stage.
- Click Create automation.
- Click Use the new editor [Beta].
- (Optional) Click the name of your automation in the header to update it.
Step 2: Add the "Deal stage updated" entry point or trigger
- Click Add an entry point.
- Click An event happens.
- Select Custom Event (Track Event).
- Select Deal stage updated.
❗️ ImportantTo make Deal stage updated available in the Custom Event (Track Event) dropdown list, you first need to perform the action at least once in Brevo. If Deal stage updated doesn't appear in the list of events, update a deal from one stage to another, then return to the list.
- Check the Add conditions to the selected JS event box.
- Select Track event data > Stage name > Equal to > Your stage name.
- Click OK.
- In your automation, from the Triggers tab, drag and drop the Deals - Deal stage updated step into the canvas.
- In the Event filters section, click Add filter to refine the trigger.
- Click Add filters.
- Select Stage Name > Is exactly > Your stage name.
- Click Add filters.
- (Optional) Define the contact filters.
- Click Apply to step.
(Optional) Step 3: Add a delay
You can choose to add a delay between the moment the deal stage is updated, and the moment you perform the chosen action.
- Click + to add a new step to your automation.
- Select the Add a delay condition.
- In the first field, enter the delay you want your contact to wait for.
- In the drop-down, select the time units you want to use.
- Click OK.
- From the Rules tab, drag and drop the Time delay step into the canvas.
- Enter the delay you want your contacts to wait for.
- Click Save to save your rule.
Step 4: Add a step to your automation
- Click + to add a new step to your automation.
- Select a step you would like to perform. In our example, we will select Send an email.
- Configure your step, then click OK.
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In your automation, from the Actions tab, drag and drop the step you want to add into the canvas. In our example, we will select Messaging - Send an email.
- Configure your step, then click Save.
Step 5: 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. The action you chose will be performed automatically when they reach the Deal stage you configured.
- In the top bar, click Activate automation.
- (Optional) If you want to allow your contacts to enter the automation multiple times and perform an action each time they enter a specific deal stage, in the Re-entry after exit section, activate the Allow contact re-entry after exit option.
➡️ For exampleYou could allow a contact to enter your automation more than once so that an email is sent every time they go through the Qualifying stage. - (Optional) Activate the Set up wait time option and specify how long to wait before a contact can re-enter the automation after they re-enter a specific deal stage.
- Click Activate automation.
⏭️ What's next?
- Create an automation to automatically create deals
- Create an automation to automatically create tasks
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
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