Trigger → action
New lead, overdue follow-up, stage change, callback, Token/Booking and Won/Lost each kick off the next step.
Sales Solution
When something happens, the next step starts itself
Automate assignment, tasks, reminders and stage-driven workflows — so speed-to-lead and follow-up discipline don’t depend on memory.
Assignment triggers
Overdue alerts
Stage moves
Start deal
Won / Lost
The challenge
Manual chasing doesn’t scale
Hot leads wait, overdue follow-ups hide, and Token never becomes a deal until someone remembers.
First response is slow
New leads sit until a manager forwards them or a rep checks a shared inbox.
Follow-ups get forgotten
Callbacks and site-visit reminders live in personal notes, not shared tasks.
Stage events need humans
Booking, escalation and won/lost reporting wait on someone to update three places.
Capabilities
Less manual work, more selling
Define when X → Y once. The CRM keeps assignment, tasks and outcomes moving.
Assignment + notify
Run the sticky → team → rules order, notify the owner and create the first follow-up task automatically.
Stage-driven workflows
Site visit tasks, deal start on Token/Booking, and outcome locks that refresh conversion reports.
Data flow
When X → Y in salesTantra
Practical triggers that match how the live CRM keeps pipelines moving.
Automation event chain
1
Event
Lead / stage / task
2
Match
Rule or workflow
3
Act
Assign · task · notify
4
Update
Timeline & status
5
Report
KPIs refresh
1
Event
Lead / stage / task
2
Match
Rule or workflow
3
Act
Assign · task · notify
4
Update
Timeline & status
5
Report
KPIs refresh
When New lead arrives
Run assignment order → notify owner → create first follow-up task.
When No activity / overdue follow-up
Surface on dashboard; escalate or reassign based on your rules.
When Stage moves to site visit
Create visit task and keep timeline updated for field and HQ.
When Callback requested
Schedule reminder and keep the lead in the active queue.
When Token / Booking reached
Start a deal linked to the lead and property.
When Deal Won or Lost
Lock outcome, capture reasons and refresh conversion reports.
What managers see
Open leads, overdue follow-ups, funnel health
Automation feeds the same workspace that surfaces what needs attention today.
Open leads
Active pipeline
Overdue
Needs attention
Won (30d)
Closed won
Inquiries
Waiting to convert
Connected
Automation across sales and marketing
Sales rules and capture handoffs share the same CRM data.
Lead distribution
Auto-assign then auto-task in one flow.
Read moreLead management
Automation starts with clean lead records.
Read moreSales management
Stage moves trigger the next workflow.
Read moreSales tracking
Measure impact of automated follow-ups.
Read moreLead capture
Form submit hands off to assignment rules.
Read moreSales CRM product
See automation in the full platform.
Read moreSee sales automation in action
Book a demo to map assignment, overdue, stage and start-deal triggers to your process.