Popular recipes for Sell sales triggers

What's my plan?

The example recipes in this article are common use cases for Sell sales triggers that you can use with your organization to save time and streamline everyone’s workflow.

This article includes the following recipes:

Changing the owner of a deal

This recipe allows you to change the owner of a deal when it's at the stage of being ready for demoorthe deal value increases to more than a specified amountandthe deal originated from a tradeshow.

When:Deal is updated

If:

Single condition examples

Deal Value is greater than 10000
Deal Source is Tradeshow
Deal Stage is Ready for demo

Multiple condition examples

Deal Stage is Ready for demo

(Deal Value is greater than 10000 AND Deal Source is Tradeshow)

Then:Update Deal owner to

Changing the deal stage to mark it as Hot

Use this recipe to change the stage of a deal to 'Hot' (using only single conditions) if the deal originated from a webinarorthe likelihood of winning the deal is over a specified percentage. Alternatively, instead of using single conditions, you can stipulate a variety of conditions.

When:Deal is updated

If:

Single condition examples

Deal primary contact is VIP Company
Deal source is Webinar

Multiple condition examples

Deal value is greater than 10000

(Deal primary contact is VIP Company)

(Deal primary contact is VIP Company AND Deal state is New York)

Then:

Update deal stage to Ready for demo
Update deal to Hot

Changing the owner of a deal

Changing the deal stage to mark it as Hot

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