Update deals

```mediawiki Navigation: Main_Page > Automations > Deals > update deals

How do I update deals that trigger an automation?

Updating deals that trigger an automation in ActiveCampaign is a powerful feature that enhances your workflow by allowing specific changes to a deal to initiate automated actions. This functionality is essential because it streamlines processes, ensuring that tasks are performed as deals progress through various stages of your sales pipeline. In this article, we will explore how to access and utilize this feature effectively, step by step.

Introduction

The ability to update deals that trigger an automation enables you to automate repetitive tasks within your sales process. By setting specific triggers, you can ensure that actions such as updating a deal's title, status, or owner can automatically prompt notifications, tasks, or other relevant updates. This helps maintain efficiency and ensure nothing slips through the cracks as deals advance through your pipeline.

How to access this feature

To access the feature that allows you to update deals that trigger an automation, log in to your ActiveCampaign account and navigate to the Automations section. Here, you can create a new automation or edit an existing one. Once inside the automation builder, you will find the options to update deals among the actions you can incorporate.

Step-by-step instructions

1. **Enter the Automation Builder**:

  - Navigate to the Automations section in your ActiveCampaign dashboard.
  - Click on an existing automation or create a new one.

2. **Select a Trigger**:

  - Choose a trigger that will start your automation. Options include:
    * Enters a pipeline
    * Deal stage changes
    * Deal status changes
    * Deal Value changes
    * Deal Owner changes
    * Deal field changes

3. **Add Deal Update Actions**:

  - Click on the Add Action button to view available actions.
  - From the dropdown menu, select any of the following actions to update a deal:
    * Update a title
    * Update a status
    * Update a deal owner
    * Update a value
    * Update a stage
    * Update a custom deal field
    * Add a deal task
    * Add a deal note
    * Complete a deal task
    * Adjust a deal score

4. **Select ‘Deal triggering this automation’**:

  - For each action, ensure you select the Deal triggering this automation checkbox located in the Affects dropdown list. This ensures that the updates are linked to the specific deal that initiated the automation.

5. **Finalize your Automation**:

  - Once you've configured all the necessary actions, click Save.
  - Test the automation to ensure it functions as expected.

Configuration options and settings

The following options relate to the configuration of deal updates within automations: - Selecting the Deal triggering this automation option ensures that your automation processes are linked directly to the deal that activated the workflow. - This option is automatically selected by default for any new deal actions added to your automation, streamlining the setup process.

It's important to note that if you use the Deal triggering this automation option alongside triggers you remove, you may receive error messages indicating misconfigured actions.

Best practices and tips

- Always double-check your triggers and actions to make sure they align with your business needs. In some cases, using the wrong trigger may lead to unintended consequences. - Test your automation rigorously after setup to confirm that all actions work correctly with the intended deals. - Utilize the Add task action judiciously to prevent overwhelming your team with task notifications. - Be cautious when utilizing multi-contact triggers, as all contacts on the triggering deal will be entered into the automation unless specified otherwise.

Common use cases with examples

- **Automating Task Creation**: If a deal enters a new pipeline, you can automatically create a task for a sales rep to follow up, ensuring timely responses. - **Updating Deal Stages**: As deals progress through stages, automated updates to the deal's status can help maintain accurate records and prevent confusion. - **Custom Deal Fields**: If certain data points change (like budget or business size), automatically updating these fields can help in analytics and strategy formulation.

Troubleshooting

If you encounter issues when setting up your deal updates: - Check if you have removed any of the applicable triggers and verify you are using the correct options in the automation settings. - Ensure that the selected options correspond with the specific actions you intend to automate. - Review the error messages in the automation workflow builder for guidance on what adjustments are needed.

Related features

For more information, consider exploring these related features: - Automations - Deals

FAQ

Q1: What should I do if I need to manually add contacts to an automation? A1: Be aware that manually adding contacts to an automation will skip actions that utilize the Deal triggering this automation option.

Q2: Can I use the update deal actions with any trigger? A2: No, the update deal actions are only available when used with specific triggers like Enters a pipeline or Deal stage changes.

Q3: How does the multi-contact trigger work? A3: By default, multi-contact triggers will enter all contacts associated with the triggering deal into the automation unless otherwise specified in the Advanced settings.

Q4: What do I do if I receive an error message regarding the deal update actions? A4: Verify that your automation setup includes the appropriate triggers that correspond with the actions and ensure correct settings are configured.

Q5: Are there limitations on which actions can be automated together? A5: Yes, only actions linked to the specified triggers can be automated together. Review the available options carefully during setup.

Q6: Is it possible to revert an action once set? A6: Yes, you can edit or remove actions within the automation workflow at any time.

Q7: What versions of ActiveCampaign support this feature? A7: This feature is available on the Plus, Professional, and Enterprise plans, requiring the Pipelines & Sales Engagement add-ons.

By implementing these updates and strategies, you can streamline your sales process significantly, enhancing both efficiency and accuracy in your deal management. ```