Do you know the status of all your deals?
Keeping track of every deal in your pipeline can be challenging. Automating stage changes based on actions when you can is a huge time saver. Perhaps the best example of this is when a contact makes an appointment, because you know they are entering your negotiation stage.
Using ActiveCampaign's powerful integrations with Calendly and Nimble, this automation updates the deal record and moves it to the appropriate group. Our example uses this for a negotiation stage in the pipeline, but you could use this for first touch meetings or any Calendly type meeting you have.
Here's how this automation works:
1. The contact schedules the Calendly meeting type specified in the trigger, entering the automation.
2. The deal record in Nimble is updated.
