> For the complete documentation index, see [llms.txt](https://knowledge-base.myappz.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.myappz.ai/home/lead-automation/automation-workflow/automation-workflow-crm.md).

# Automation workflow - CRM

**Step 1: Click on CRM.**

<figure><img src="https://2134630697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHH6BEHjheK80eLLkCLVd%2Fuploads%2Fb5aZBWCPbp6mA8Rzqnm5%2Fimage.png?alt=media&amp;token=18f668f5-6b24-44a4-bfcf-579b7eb3c43a" alt=""><figcaption></figcaption></figure>

**From here you can create automation by selecting a added to pipeline, stage changed, follow up and notes added.**

<figure><img src="https://2134630697-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHH6BEHjheK80eLLkCLVd%2Fuploads%2FIBG0SXhQiY5ja8R2Fzdx%2Fimage.png?alt=media&amp;token=24d1547d-5ad1-48e9-a511-a52286a2607f" alt=""><figcaption></figcaption></figure>

CRM Trigger is a powerful tool for managing and optimizing customer relationships. This trigger ensures that critical actions are automatically triggered based on specific changes or updates within your CRM, enabling a more efficient and organized approach to managing customer interactions.

Here's how it works:

#### 1. **When a contact is added to the selected pipeline**

* **Activation**: This trigger is activated when a contact is added to a specific pipeline within your CRM.
* **Use Cases**: You can set up automations to trigger specific actions, such as sending a welcome email, assigning a contact to a team member, or starting a series of emails. This ensures that every new contact that enters the pipeline is connected immediately.

#### 2. **When the contact stage changes in the selected pipeline**

* **Activation**: This trigger is activated whenever a contact moves from one stage to another in the selected pipeline.
* **Use Case**: This can be used to trigger actions such as sending stage-specific content, notifying team members, or updating a contact's status in your system. For instance, moving a contact to the "negotiate" stage can trigger the system to send them a detailed proposal. This automation helps maintain momentum in the sales process and ensures timely communication with contacts.

#### 3. **When follow-up changes**

* **Activation**: This trigger is activated when there is a change to a scheduled follow-up, such as rescheduling it or marking it complete.
* **Use Case**: You can automate reminders for a new follow-up date, notify the contact of any changes, or update the contact's record with the outcome of the follow-up. This ensures that all follow-up activities are managed effectively, preventing any tasks from falling through the cracks.

#### 4. **When a note is added to a contact**

* **Activation**: This trigger is activated when a note is added to a contact record.
* **Use Case**: Adding a note can trigger actions such as updating a contact's status, notifying relevant team members, or adjusting a contact's status in a pipeline. This automation ensures that important information is shared and acted upon, keeping the entire team informed and aligned.

These CRM triggers enable a dynamic and responsive approach to managing customer relationships, ensure that key actions are taken automatically based on specific events, and help streamline your workflow and improve overall efficiency.