Automated tasks are available on Nutshell Pro and above.
Your relationship with leads doesn’t stop when the deal closes! Whether a lead is won, lost, or cancelled, the automated follow-through configuration automatically clones the lead and moves it to a different pipeline, along with creating any follow-up automations you set. Everything happens based on your setup to keep handoffs and follow-up organized and efficient.
Watch our video on post-sale lead management:
Take a tour in Nutshell:
What can I set follow-through automations for?
Sales automation empowers you to create follow-through pipelines and tasks for your won, lost, and cancelled leads.
Do you like to check in with your lost or cancelled leads a few months later to see if anything has changed on their end, like an increase in budget or a contract expiration?
You can configure follow-up lead automations that, when triggered by a closed lead, will clone the lead and move the clone into a different pipeline. You can also assign these cloned leads to different team members and add tags. This makes it easier to separate your processes across teams, like passing leads from sales to customer facing teams, with cleaner workflows and improved automation.
How do I create follow-through automations?
Follow-through automations and tasks can be created for each of your sales automation pipelines. Depending on the status of the lead (won, lost, or cancelled), the correct set of follow-up tasks will appear on the lead after it is closed.
Follow these steps to create follow-through tasks:
Click on the pipeline that you'd like to edit
Select Follow-through on the top right side of the pipeline editing page
Use the + Follow-up lead automation button to create a pipeline automation for each stage (won, lost, and cancelled). You can choose to assign it to:
a specific team member
team
use the same pipeline rule
same assignee
Use the + Add task button to create a list of follow-through tasks for each stage (won, lost, and cancelled)
Learn more about creating and deleting automated tasks for your pipelines here.
What rules can I apply to automated follow-through tasks?
Assign each follow-through task to the correct team member (or team) to make sure that the correct person is notified of the task and doesn't miss any follow-ups with your leads.
Set due dates to ensure that your team is following up with your leads in a timely manner. Due dates can be set based on the number of hours, days, weeks, months, business hours, and business days that pass after your lead is closed.
Add descriptions to your follow-through tasks to coach your team through each step of your follow-up process. This is a place to coach and encourage right within Nutshell!
Automatically add closed leads to MailChimp campaigns
Automatically add your closed leads to specific MailChimp campaigns based on how the deal ended. Do you have a great welcome campaign for new customers or a powerful drip campaign to keep lost leads warm? Add them to those lists automatically when those leads are won or lost.
Learn more about automatically adding leads to MailChimp campaigns here.
Notify your team in Slack when a lead is closed
Celebrate your wins and analyze your losses in Slack! Nutshell's Slack integration enables you to send automatic notifications to specific Slack channels when a lead is won, lost, or cancelled.
Do you only want to see won leads greater than $50 or lost leads greater than $100? Configure notification settings based on lead value so that you're only reporting on the leads that matter to you.
Learn more about sending automated Slack notifications about leads here.
Still have questions about sales automation? Learn more about all of this powerful tool's capabilities in this article.
Use our Sales pipeline designer for improved lead follow-through
Whether you send newly won leads to Onboarding or send out a Closed Lost drip sequence to freshly lost leads, our Sales pipeline designer AI Agent can help give you more ideas on how to improve your lead follow-through. Learn more here.