Once your pipeline has been created, the next step is to automatically move your prospects from one stage to the next, based on their actions.

1. Why automate transitions?

Without automation, you have to manually move each opportunity through the pipeline.

Result:

• Risk of forgetting or delaying.

• Wasted time on repetitive tasks.

• Less responsive follow-up for the prospect.

With CrocoClick automation, movement is instantaneous and based on specific criteria.

2. Identify triggers

A trigger is the event that will change the stage opportunity.
Here are the most commonly used triggers for pipelines:

• Appointment made → move from "Lead Magnet" to "Appointment made."

• Payment confirmed → move to "Purchased" and mark the sale as won.

• Form filled out → move to the next stage of the process.

• Tag added → for example, a "Webinar attended" tag can move an opportunity forward.

3. Create automations in CrocoClick

1. Go to Automations.

2. Click on New Automation.

3. Choose a trigger (e.g., Form completed, Appointment booked, Payment received).

4. Add your actions (see below)

5. Save.

To automate correctly, you will mainly use three actions in your automations:

• Create Opportunity

• Find Opportunity

• Update Opportunity

1️⃣ Create Opportunity

Purpose: to create a new opportunity in a pipeline and a specific stage.

• When to use it:

  • When a lead enters your system for the first time.

  • When you want to create a new opportunity for an existing contact (e.g., new project).

• Key fields:

  • Pipeline and starting stage.

  • Opportunity name (fixed or dynamic: {{contact.first_name}} - Projet).

  • Source, status, potential value.

  • Option to allow or block duplicates.

• Example: New lead via "Quote" form → automatic creation of an opportunity in "Sales Pipeline" → "New Lead" stage → "Open" status → value $0.

2️⃣ Find Opportunity

Purpose: search for an existing opportunity for a contact, according to your filters.

• When to use it:

  • Before updating an existing opportunity.

  • To check if a contact already has an open opportunity.

• Key fields:

  • Choose the oldest or most recent opportunity (if you allow multiple opportunities for the same contact)

  • Filters on name, status, source, pipeline, etc.

  • "Opportunity Found" and "Opportunity Not Found" branches to handle each scenario.

• Example:
  A lead fills out a form → We check if they already have an open opportunity in the "Sales" pipeline →

  • If yes → update it (with the "update opportunity" action)

  • If not → we create one (with the "create opportunity" action)

3️⃣ Update Opportunity

Purpose: modify an existing opportunity.

• When to use it:

  • To move an opportunity from one stage to another.

  • To update the value, status, or source.

• Key options:

  • Pipeline and target stage.

  • Status (Open, Won, Lost).

  • Deal value.

  • Whether or not to allow return to a previous stage.

• Example:
  Payment validated → Find Opportunity → Update Opportunity → move to "Purchased" and status "Won."

4. Concrete example: Minimalist pipeline

Pipeline:

1. Requested the lead magnet

2. Made an appointment

3. Purchased

Automations:

• Automation 1:

  • Trigger: Lead magnet download form

  • Action: Create opportunity in step 1.

• Automation 2:

  • Trigger: Appointment booked

  • Action: Find Opportunity + Update Opportunity to move to step 2.

• Automation 3:

  • Trigger: Payment form completed

  • Action: Find Opportunity + Update Opportunity to move to stage 3 and set status to "won."

5. Best practices

• Automation by stage → avoids accidental transitions.

• Always check the pipeline after configuration → to ensure everything is consistent.

• Document triggers → so that the whole team understands the logic.