This article explains how to set up contact stage automation so contacts move through your pipeline automatically when selected activities are completed. This helps you keep your CRM contact pipeline up to date with less manual work.
Set Up Contact Stage Automation
Go to Settings, then click Admin Settings.
Click Edit under Organisation Settings, then click the CRM Automation tab.
Select the stage or stages in the CRM contact pipeline where you want to create automations.
Click the pencil icon for the stage where you want to set up automation rules.
Turn on Stage Automation: Update from this stage to another stage automatically.
Under Rules, select the contact activities you want to use as the trigger for the automation.
Select the stage you want the contact to move to when the activity is completed.
Repeat this process for any additional rules you want to add.
📌 Note: Contact activities include all contact related activities such as calls and meetings, as well as new jobs, new job leads, job lead conversions, and all placements.
🤓 Tip: You can review and rename contact activities in Settings, then Goal Console. See the related article on renaming activities and tracking calls and meetings for more information.
Example of a Contact Stage Automation Workflow
In this example, a contact in the All Contacts stage moves to the Leads stage with Pending status when a new job lead is created.
Open the contact profile for the contact you want to update.
Confirm that the contact is currently in the All Contacts stage.
Click the Actions button or the ... menu in the top right, then select Job (New).
Complete the required details, then select Job Lead under Job Category.
Complete any mandatory fields, then click Save or Save & View.
Return to the contact profile to review the updated stage.
Click the chevron or open the contact profile to view the stages inside the profile.
📌 Note: The contact moves stage based on the rule you created for that activity.
Additional Notes
📌 Note: If you have multiple contacts linked to one company, the company moves according to the contact in the highest stage.
🤓 Tip: CRM stage names are configurable. See the related article on configuring CRM stage names for more information.
You can click the + icon to add another rule. You can add up to a maximum of 9 rules.
You can remove a rule by clicking the red - icon.
When a stage update happens through automation, the change is logged against the contact’s profile as an activity.