1. Select the Automation Page
Navigate to the Automation section from the main menu. This is where all workflow automations are created, managed, and monitored. Once on this page, you’ll see existing automations and have access to tools for building new ones.
Locate the Consult 2 Close folder within the Automation page. This folder groups together all workflows related to the Consult 2 Close process, so any new workflow you create here will be organized with the rest of the related automations. Click the folder to open it.
Inside the folder, click the Create Workflow button. This action opens a blank workflow editor where you’ll define the steps and logic of your new automation. A new window or panel will appear, usually with placeholders for triggers and actions.
In the workflow editor, locate the Trigger section and click Add Trigger. A trigger defines what event will set the workflow into motion (e.g., when something changes in the CRM, this workflow begins).
From the list of available triggers, choose Pipeline Stage Changed. This ensures that the workflow will start automatically whenever a record’s stage in the sales pipeline is updated. You may also be asked to configure details, such as selecting which pipeline or which stage changes apply.
After adding the trigger, rename the corresponding action for clarity. Change the default name (often something generic like “New Action 1”) to Add Consult2Close Tag. This makes it easier to identify later when reviewing or editing the workflow. To do this, look for the action name field (often at the top of the action block) and edit it directly.
Once everything is set up, click Publish to activate the workflow. Publishing ensures that the workflow is live and will execute when the trigger conditions are met. After publishing, also click Save to make sure your changes are stored permanently. Double-check that the workflow status shows as “Active.”
