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Stage Automations
Stage automation allows you to manage your leads automatically, whenever they enter a new stage. This article applies to all stages in the Boards panel.
In this article:
Task List Automation
One of our most used Stage automations is the Task List automation. This allows you to automatically apply a Task List onto a Deal when it hits a certain Stage in your Board. Learn how to set this up by following the steps below:
Choosing a Stage to Setup an Automation
Navigate to the Boards on the left sidebar menu. Select the board you want the stage to be automated. Once you have selected the board, the different stages will appear.
Choose a Stage and click on the three dots in the top right corner of it. Then, select Setup Automations. A new window will open.
Click the Add Automation button. Click the Action dropdown to choose the type of automation.
Click the dropdown arrow to select the type of automation, below are the available options.
- Assign to Team Member: assign the lead to a team member of your choosing.
- Unassign Team Member: unassign the lead to a team member of your choosing.
- Add Task List: add an existing task list to the lead.
- Send to Integration: send the lead to an integration of your choosing.
- Enroll in Auto Follow-Up Plan – automatically enroll the contact in a follow-up plan.
Setting up the Integration
Before you can send anything to an integration, you must first set up the integration.
Create new integrations by going to Settings > Integrations. For instructions on setting up a Zapier integration, click here.
After you're done setting up the automation, click on Save.
Once you click on Save, you will see the saved automation.
Stage automations will be triggered once a lead has been added to the specific stage.
Note: Existing leads within that stage before the creation of the automation will not trigger the automations.
To trigger the automations for those existing prior leads, move the lead to a different stage, then move it back into the stage with the automations to trigger.
Enroll in Auto Follow-Up Plan
You can automatically enroll a contact into a follow-up plan the moment their deal is moved into a specific stage. This is useful for hands-free outreach cadences — for example, automatically starting a 14-day follow-up sequence as soon as a deal enters a particular column.
Setting it up
- Navigate to your Boards and choose the stage you want to automate.
- Click the three dots in the top right corner of the stage and select Setup Automations.
- Click Add Automation.
- In the Action dropdown, select Enroll in Auto Follow-Up Plan.
- Choose the follow-up plan you want to use from the dropdown.
- Click Save.
Once saved, any deal moved into that stage will trigger automatic enrollment into the selected plan.
Requirements
For enrollment to succeed, the contact must have the contact information required by the steps in that follow-up plan:
- Text steps require a phone number
- Email steps require an email address
- Mail steps require a mailing address
If a required field is missing, Pebble will display an error and the contact will not be enrolled.
Note: Make sure your contacts have their mobile number set as the primary phone number, as that is the number Pebble will text.
Tip: If your contacts vary in what information is available, consider creating separate stages for each follow-up plan — one for contacts with a phone number, one for contacts with only an email, and so on. That way, you only move a contact into the stage that matches the plan their information supports.
Outbound phone number
When enrollment is triggered automatically, Pebble will use the first outbound phone number on the follow-up plan. If you need to select a specific number, use manual enrollment instead (see Auto Follow-Up Plans).