Check if sales add a note to the user profile

Keep CRM clean and organized. Make sure that all user profiles are filled.

Increase sales

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Make sure that your sales representatives add a proper note after making a call.

While there are many benefits to implementing marketing automation, we feel the following are some of the most important:

  • Boost your sales.
  • Reduce staff costs by automating repetitive tasks.
  • Keep CRM clean and organized.

Possible adjustments

Starting point

This automation is triggered when a deal moves to another stage.


Tag the users whose profiles were updated with a note.


Check if your sales agent added a note to the user profile.

Wiadomości e-mail

Notify the Sales Manager about a missing note after a call was made.

Przykład w aplikacji