Automate gifting based on your CRM’s deal stage is a great way to celebrate milestones and build customer loyalty. With Stadium, you can easily set up an automation that sends gifts when a CRM deal reaches a specific deal stage and optionally includes amount-based conditions. Whether you're rewarding customers or incentivizing high-value deals, this setup ensures a seamless experience with zero manual effort.

🎯Requirements:

• Before proceeding, ensure that your Salesforce account is already connected to your Stadium account.

🛠️ How to Set Up a Deal Stage-Triggered Gifting Automation - Salesforce

How Automated Gifting Triggering Works

The automation will trigger once your CRM Opportunities/Deals reach the stage that you set up in your Stadium Automation.

⚙️Note:  Stadium checks CRM data twice daily, so gifts may be sent a few hours after the deal status updates.

Track Gift Orders

• Once the criteria are met, the automation triggers, and gifts are sent automatically to associated CRM contacts.

• Orders are created automatically and shown in your Automation Dashboard

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