CRM automations and nurture

CRM automation wizards

Quoted follow-up

When to use: You've sent a quote and want an automatic nudge if the customer hasn't responded.

How it works:

1. Deal enters Quoted.
2. Wait N days (default: 3).
3. Check the deal is still Quoted.
4. Send an SMS and/or email follow-up.

Setup: Automations → New Automation → Quoted Follow-up → choose delay and message channel → Activate.

Tentative reminder

When to use: A deal is tentatively interested but hasn't committed. Send a reminder before it goes cold.

Same flow as Quoted Follow-up, but watches the Tentative stage instead.

Flag stalled quotes as at risk

When to use: Quotes that sit too long need to stand out on the board — without anyone having to check manually.

How it works:

1. Deal enters Quoted.
2. Wait N days (default: 14; options from 3 to 21).
3. If still Quoted, move to At Risk.

No message is sent. This is a visual escalation on the Kanban board so your team knows to follow up.

Requirement: Your pipeline must include the At Risk stage. If you've customized stages and removed At Risk, this wizard won't appear.

Deposit confirms deal

When to use: When a customer pays a deposit, you want their deal moved to Confirmed automatically.

How it works:

1. An order or deposit is completed.
2. The order includes a matching product (you pick which product counts as a deposit).
3. If the contact has an open deal, it moves to Confirmed.

Deals already Confirmed, Won, or Lost are left alone. If the contact has no open deal, nothing happens.

Requirement: Your account needs the Orders add-on, and your pipeline must include the Confirmed stage.

Invite last year's customers to re-book

When to use: Annual events — birthday parties, corporate outings, school field trips that book once a year.

How it works:

1. Runs weekly.
2. Finds contacts whose deal closed Won about 11 months ago (configurable).
3. Creates a new deal in your chosen starting stage.
4. Skips contacts who already have an open deal.

The 11-month default gives you a month of runway before the anniversary of the event.

Stamp event journey entry point

When to use: Fundraisers, group events, or any campaign where you want to track which touchpoint brought someone in.

How it works:

1. Someone arrives via form, text chat, or SMS (including QR code text-ins).
2. The automation stamps three fields on the contact:
   • Entry point — Form, Text Chat, or SMS
   • Entry timestamp — when they arrived
   • Campaign name — the event or fundraiser name you configure

One automation per campaign. Run it for the duration of a fundraiser, then deactivate it. The campaign name is what separates one QR code from the next in reporting.

Different outreach by event type

When to use: Birthday inquiries and corporate inquiries need different messaging.

How it works:

1. A contact's Event Type is updated.
2. The automation branches by type — each type gets its own SMS and/or email message.

Pick which event types get branches during setup. You can add more branches on the canvas afterward.

Default event types: Birthday, Corporate Event, Fundraiser, Field Trip, Team Party, Holiday Party, Bachelor / Bachelorette, Reunion, Other.

General tips

Do

• Start with Add Inbound Enquiries To The Pipeline — it's the foundation everything else builds on.
• Leave duplicate suppression on for auto-created deals.
• Test automations with a test contact before going live.
• Use Quoted Follow-up and At Risk together — nudge first, escalate later.

Don't

• Turn off duplicate suppression unless you understand the consequences (one deal per message).
• Run multiple "stamp entry point" automations for the same campaign simultaneously.
• Expect deposit confirmation to work without the Orders add-on.