You can now use Workflow Automation to automatically add one of your Products to a Deal as an "action event" to save you valuable time and prevent repetitive work.

Common Workflow Automations to set up with this action event:

  • Add a product when a deal is created
  • Add a product when a deal is moved to a specific stage in your pipeline

Quick tip: 

  • Only one Product can be added per action event, but if you need to add more than one Product, additional action events can be set up in the same workflow!

Share some of your most helpful and creative Workflow Automations in the comments to inspire other members of the Community!

More info on Workflow Automations here