Pipeline automation use cases
Real-world examples of pipeline setup for common firm scenarios.
Automate discounts for returning clients via pipelines
Automatically apply discounts in pipelines using account tags.
Send different proposals to new & returning clients
Use conditional automations to send different proposals to clients based on account tags.
Reduce automations using 'Any of' tag conditions
Use the 'Any of' condition type to trigger one automation for clients with different tags.