Pipeline Automation
Auto-update stages, tasks, and reminders so deals progress consistently without manual CRM busywork.
Overview
Pipeline Automation keeps your CRM accurate and your deals moving. Run Wild can automatically update stages, create the right tasks, and send reminders based on real customer activity—so your team spends less time doing CRM admin and more time closing.
Why it matters
When the pipeline depends on humans to update it, you get:
- stalled deals that never get a next step
- inconsistent follow-up when lead volume spikes
- inaccurate forecasts and unclear priorities
- reps doing busywork instead of selling
Pipeline Automation creates a consistent operating system for every deal—without relying on perfect habits.
What it does
1) Auto-update deal stages based on real events
Move opportunities forward automatically when key actions happen, like:
- lead responds
- qualification completed
- meeting booked
- meeting completed
- proposal sent
- contract signed (if integrated)
- deal won/lost
Outcome: stages reflect reality, not best intentions.
2) Create the next-best task for reps (and make it hard to forget)
Run Wild can generate tasks automatically based on stage and activity, such as:
- “Call within 5 minutes”
- “Send follow-up text tomorrow at 10am”
- “Prep for discovery call”
- “Follow up on proposal in 2 business days”
- “Re-engage after no response”
Tasks can be assigned to the correct owner with due dates and priorities.
3) Enforce consistent follow-up with smart reminders
Follow-up is where revenue hides. Pipeline Automation can:
- schedule reminders at the right cadence
- escalate if a task is overdue
- trigger nudges when a lead opens an email but doesn’t reply
- reassign or notify a manager when a deal stalls
This keeps deals from quietly dying.
4) Detect inactivity and prevent deal stagnation
Run Wild can monitor “time in stage” and flag deals that are stuck:
- “No activity in 3 days”
- “Qualified but not booked”
- “Proposal sent, no reply”
Then it can trigger the appropriate action: message, task, or escalation.
5) Automatically log activity and outcomes
Stop losing context across tools. Pipeline Automation can record:
- inbound/outbound messages and timestamps
- call attempts/outcomes (when available)
- meeting booking details
- AI summaries of conversations
- stage changes and task completion
Your pipeline becomes a reliable source of truth.
How it works (high-level flow)
- Define pipeline stages (and what “progress” looks like)
- Set automation rules (event → stage change / task / reminder)
- Run Wild monitors activity across SMS/email/voice and pipeline events
- Stages and tasks update automatically
- Reps are notified when action is needed
- Managers get cleaner reporting because data is current
Key capabilities (scan-friendly)
- Event-based stage progression: stages update when customers engage
- Task automation: next steps created and assigned automatically
- Follow-up cadence: reminders and nudges that prevent drop-off
- Stalled-deal detection: time-in-stage monitoring and escalation rules
- Automatic activity logging: fewer gaps, better visibility
- Owner assignment alignment: tasks follow the assigned rep and routing rules
- Consistent process at scale: works the same on busy days as slow days
Use cases
Use case 1: “Qualified → Booked” automation
Goal: ensure qualified leads always get pushed to scheduling
Flow: when qualified → create “schedule” task + send scheduling message → move stage to “Booking” → move to “Booked” when meeting is set.
Use case 2: Post-meeting follow-up
Goal: reduce drop-off after discovery
Flow: after meeting ends → create “send recap + next steps” task → set reminder for proposal follow-up → auto-mark stage changes as actions occur.
Use case 3: Proposal follow-up that actually happens
Goal: stop proposals from going dark
Flow: proposal sent → schedule follow-up tasks at 2 and 5 business days → escalate if no response → mark “stalled” and trigger re-engagement sequence.
Use case 4: Lead volume spikes (ads, events, seasonal demand)
Goal: keep pipeline consistent when reps are overwhelmed
Flow: automations handle stage updates, tasks, and reminders so no lead is forgotten and managers can see what’s at risk.
FAQs
Can we customize automation rules per pipeline or stage?
Yes. You can define different rules by pipeline, stage, lead source, or owner so each motion runs the right playbook.
Will it change stages without us knowing?
You control what can be fully automatic vs what requires review. The goal is accuracy, not surprises.
Does this replace a sales manager?
No—but it reinforces the sales process automatically so managers spend less time chasing updates and more time coaching.