Sources of Automatically Added Deals

You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels.

When you create deals in CRM, contacts are also created.

SendPulse has integrations with chatbots, email services, and landing pages.

Chatbots

Set up automatic deal creation with contact data when a contact performs a certain action, for example, clicking the “Buy” button.

To do this, add the "Action" element in the chatbot flow and select "Create deal."

Select the status of the deal — at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.

Automation 360

Set up automatic deal creation with contact data after certain conditions are met, for example, following a link or receiving an event.

To do this, add the "Action" element in the autoflow and select "Create a deal."

Select the status of the deal — at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.

Click Apply.

Landing pages

Set up automatic deal creation with contact data through a subscription form on your SendPulse landing page.

To do this, enter a deal name, then, select the pipeline stage of the deal.

You can also associate form fields to variables in CRM. To do this, select a form field and a contact or deal variable in CRM to save the value.

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