This automation trigger runs when a contact’s lead stage is updated to the selected stage value, such as Contact Attempted, from any previous stage in the pipeline. Once the lead stage changes, the configured automation will automatically be triggered.
Steps to Set Up Contact Lead Stage is Changed Automation:
In the top navigation bar, select Marketing.
Under Marketing section , select Automations.
To create a new automation, click the “New Automation” button in the upper-right corner. Once you click , a modal pop-up will appear. Enter an automation name and click the "+" icon to create a new folder or select a folder and click the "save" button.
In the automation setup, click the Add Trigger button.
Select the Contact Lead Stage Changed trigger from the automation trigger dropdown, then choose the specific lead stage that should trigger the automation. Only one lead stage can be selected for each trigger condition.
To add additional automation trigger conditions, click the "+" icon to include AND / OR conditions as needed. Once the trigger conditions are configured, click Save.
Click the plus (+) icon to add an action. In the Automation Actions popup , select the action Send Email to Contact and choose the required Email Template, and you can preview the email template click the eye icon and then click Add to configure the action.
To add an end condition to this automation, click the "End Conditions" button to stop the automation trigger when the specified conditions are met. Learn more about end condition.
And here you can exclude the contacts based on the tags. Click the Exclude Contacts button. In the popup select the tag which you need to exclude for this automation. And click save to exclude from this automation. Learn more about exclude contacts.
Toggle the status from Inactive to Active and Click Save Automation to save your setup.
The automation will be run based on the following condition.
The automation trigger condition will be trigger when the Contact Lead Stage is changed to Contact Attempted from the previous lead stage in the pipeline tab.
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