Automation

Won Deal → Welcome Sequence

Create a rule that triggers on 'Deal Won' to automatically send a welcome email, assign an implementation manager, and create an onboarding task. This ensures every new customer gets a consistent experience.

Overdue Task → Escalation

Set up a rule on 'Task Overdue' to send a WhatsApp reminder to the assignee and create a high-priority follow-up task for their manager. Keeps nothing slipping through the cracks.