A well-designed, automated pipeline is the backbone of your sales process.

It allows you to track your leads from initial contact to sale, without unnecessary manual tasks.

In this guide, you will discover the three key steps to setting up an effective pipeline in CrocoClick, with links to detailed tutorials.

1️⃣ Create the pipeline structure

Before any automation, you must design the structure of your pipeline:

• Define the logical stages a prospect goes through.

• Give them clear and precise names.

• Define an objective criterion for moving on to the next step.

💡 Minimalist example:

1. Requested the lead magnet

2. Made an appointment

3. Made a purchase

2️⃣ Automate the transition from one stage to the next

Once your pipeline has been created, you can automatically move your prospects forward based on their actions (appointment made, payment confirmed, form filled out, etc.).

This is based on three key actions in CrocoClick:

• Find Opportunity → find an existing opportunity for a contact.

• Create Opportunity → create a new one with the right information.

• Update Opportunity → update an opportunity (change of stage, status, value, etc.).

3️⃣ Automate related actions

Automations are not limited to pipeline movements.
You can also trigger:

• Automatic reminders (emails, text messages).

• Internal notifications for the team.

• Task creation for follow-up.

This step depends on choosing the right trigger:

• Dynamic Status Changed

• Creation (Opportunity Created)

• Opportunity Status Changed (with filters)

• Pipeline Stage Changed

• Stale Opportunities

Result: a 100% automated pipeline

By combining these 3 steps:

1. Clear structure → logical and understandable pipeline.

2. Automatic transitions → prospects move forward without manual intervention.

3. Associated actions → automatically triggered follow-ups, alerts, and tasks.

➡ You save time, reduce errors, and provide smooth and responsive follow-up to your prospects.