Sales automations help move opportunities forward without manual work. They are useful for saving time, keeping data consistent, and ensuring deals are not missed. You use them once your sales phases are defined and your process is taking shape. By completing this step, you will know which automations to activate and which ones to plan for later.
Why Automations Matter
Once your sales phases are defined, automations help your team move deals forward automatically.
They help you:
Save time on repetitive tasks
Keep data consistent
Prevent deals from being forgotten
Support your sales process in the background
It is best to start small. You can always expand your automations later.
What Can Trigger an Automation?
Automations can start from different events in your sales process.
Common triggers include:
An opportunity moving to another phase
A new opportunity being created
An opportunity being won or lost
A field being updated
Ownership changing
Time-based triggers (e.g. deal stays too long in a phase)
This allows automations to support your process in several ways, not only when a phase changes.
Standard Automations Available
There are ready-to-use automations available. Some are fixed and cannot be deactivated.
Typical examples include:
Setting the close date automatically when a deal is won
Sending internal notifications when a deal changes phase
Creating follow-up tasks for the deal owner
Updating the probability when a phase changes
You may also find a standard automation that sends an email to the contact when a quotation expires the next day. You can decide whether to use this.
Where To Review Available Automations
Go to Configuration.
Select Base Data.
Open Automations.
4. Review the list of automations that are not activated.
5. Activate any automation you want to use.
Creating Your Own Automations
You can also define automations based on your own workflow.
Common examples include:
Creating a task when a deal enters Proposal
Notifying Finance when a deal is won
Assigning opportunities automatically
Sending reminders when deals stay too long in one phase
Notifying a sales representative when a key field changes
Start with automations that save time, reduce manual work, and improve consistency. Avoid adding too many at the beginning.
Document Your Automation Ideas
If you already have ideas, write them in a simple format: Trigger → Action.
Examples:
When an opportunity moves to Proposal → create a follow-up task
When a deal is marked Won → notify Finance
When a deal stays 14 days in a phase → send a reminder
You will review these ideas together with your Customer Enablement Manager and decide which automations to configure first.
Quick Summary
You have reviewed the automations available in Tribe and identified which ones add value to your process. You have also documented ideas for new automations based on your workflow. This means your pipeline is now prepared to be supported by automation in a structured way.