Automating Your Sales Workflow

Automation doesn't replace salespeople. It makes them superhuman.

The best sales teams automate everything that doesn't require human judgment, so their people can focus entirely on the conversations that do.

CRM automations in Proactiq

Go to Settings → Automations and create rules that trigger on sales events:

• New Lead → Send notification to the assigned salesperson instantly
• Deal Won → Notify the finance team to prepare an invoice
• Deal Lost → Notify the manager with the deal value for review

The webhook power move

Set the action to Webhook and connect to any external system. When a deal is marked Won, automatically trigger a Zapier workflow that adds the client to your onboarding sequence in your email tool, creates a project in Proactiq Projects, and notifies your delivery team on Slack — all without touching the keyboard.

Building your first automation

1. Go to Settings → Automations → New rule
2. Set trigger: Deal Won
3. Set action: Send notification
4. Message: "🎉 Deal won: {{deal.title}} — {{deal.value}}"
5. Toggle active and save

From this moment, every deal closure surfaces instantly across your team — no Slack message required, no email chain needed.