This super-handy trigger can fire when a sequence ends. Giving you the ability to automate things like moving the deal to a different step in the pipeline or assigning a task to a team to follow-up by phone.
Here's how you set it up :
- Browse to Settings > My Account
- Choose Workflow Automation
- Click on the Add New button and create your automation as normal
- However, select the trigger 'Sequence Ends'.
- You will then be able to choose whether to trigger the automation when a specific sequence ends or any of them.