<aside> 💡

CRM automations vary a lot on which CRM you use.

How many stages you have in your CRM.

So for that i only add few automations in the list that can help you overall in all CRM and can be use in any CRM system by doing small changes.

</aside>

1. CRM Automation:

Automation working process:

• When every in your CRM a person status changes to awaiting proposal then this automation will run automatically
• Send them a email saying we will send you a proposal in a while

Use case:

• Update client on proposal in second
• 98% time saved on sending email about proposal

Blueprint json file to copy:

CRM automation - ClickUp Stage Change to Awaiting Proposal, Send Followup Email.json

2. CRM Automation:

Automation working process: