Automating Tasks and Emails in Your Sales Pipeline

Sales teams often struggle to keep deals moving forward. Missed follow-ups, inconsistent communication, and manual tracking slow things down, causing leads to go cold before they ever convert.

With BIGContacts, you can automate tasks and emails at every stage of your sales pipeline, ensuring:

• Sales reps always know their next step.
• Follow-ups happen on time, every time.
• Every prospect gets the right message at the right moment.

This guide walks you through how to set up automation, so your pipeline runs smoothly and efficiently.

Setting Up Automated Tasks

Every stage of your sales pipeline comes with actions—calls, meetings, or follow-ups. Instead of relying on reminders or spreadsheets, BIGContacts assigns tasks automatically based on where a deal is in the pipeline.

How to Automate Follow-Up Tasks

Go to Your Sales Pipeline Settings

• Click Pipeline in the left sidebar.
• Under Manage Modules, select Customize Pipeline.

Choose a Sales Stage to Automate

• Click Add New Sales Stage or edit an existing one.
• Name it clearly (e.g., "Proposal Sent," "Follow-Up Needed," "Negotiation").

Set Up Task Reminders

• Assign specific tasks for each stage.
• Define when tasks should be triggered (immediately, after a set number of days, or before a deadline).
• Assign tasks to the right team members.

Once set up, BIGContacts automatically assigns follow-up tasks when a deal enters a stage, ensuring nothing is missed.

Automating Sales Emails

Not every lead is ready to buy immediately. Some need follow-ups, while others need more information before making a decision. Instead of manually sending emails, BIGContacts lets you automate them based on pipeline stages.

How to Set Up Automated Emails

1. Enable the Marketing Module

• Click Marketing in the left sidebar.
• Click Sync Sales Stages to connect your pipeline with email automation.

2. Create an Email Campaign for Each Stage

• Click Create New Series under the How to Get Started section.
• If using ActiveCampaign, sign up or start a free trial.

3. Link Emails to Sales Stages

• Go to Automations and set up your email sequence.
• Choose when emails should be sent (immediately, after a few days, or triggered by a specific action).

Once a deal moves to a stage, BIGContacts sends the right email at the right time. If the deal moves forward, emails for the previous stage stop and new ones start automatically.

Why Automate Your Sales Pipeline?

With automated tasks and emails, sales teams can focus on closing deals instead of managing follow-ups.

• No missed follow-ups—Tasks are assigned automatically.
• Timely communication—Emails reach prospects at the right time.
• A more efficient pipeline—Deals progress without manual effort.

Need help setting up automation? Contact support@bigcontacts.com for assistance.