How to update deal stage with automation?

Hello,

I’m a business developer and I’m doing sales prospections currently.
I’m using automations to send emails and create tasks.
However, I would like to update the deal stage automatically when a new email is sent for example.

I found out how to use the deal stage as a trigger but not how to update the deal stage.

Thank you for your help.

Jeremy

1 « J'aime »

Hi @Jeremych , thanks for posting on this community.

I think @boris.rieunier will be able to help you :slight_smile:

2 « J'aime »

Hi @Jeremych thanks for your question.

For now it is not possible but this action in automation will be available by the end of September.

3 « J'aime »

Is there any update on this? Waiting for this since July. Will it be released in the next couple of days?