5 Automation Rules Every Sales Team Should Set Up in Vedain

Rule 1: Auto-Assign New Website Leads

Make sure every inbound web lead is instantly assigned before anyone forgets.

• •Trigger: Record Created (Leads)
• •Condition: Lead Source equals 'Website'
• •Action: Assign Owner to [dedicated inbound rep, e.g., Alice]

Result: Every website lead goes to Alice automatically. No lead sits unassigned in the queue.

Rule 2: Notify Manager on High-Value Deals

Alert management when a big opportunity enters the pipeline.

• •Trigger: Field Changed (Deals → Deal Value)
• •Condition: Deal Value is greater than 500000
• •Action: Send Notification to [Sales Manager]

Result: Manager is instantly alerted whenever a deal above ₹5L (or your threshold) is created or updated.

Rule 3: Send Welcome Email to New Leads

Every new lead gets an immediate personalised welcome email — even at 2am.

• •Trigger: Record Created (Leads)
• •Condition: (none — fires for all new leads)
• •Action: Send Email using 'Welcome New Lead' template

Result: Leads are engaged immediately. Create the template with {{firstName}} and your value proposition.

Rule 4: Alert Rep Before Deal Close Date

Remind reps to follow up on deals approaching their expected close date.

• •Trigger: Scheduled (daily)
• •Condition: Deal Expected Close Date equals [tomorrow's date]
• •Action: Send Notification to Deal Owner

Result: Every morning, deal owners are notified about deals due the next day.

Rule 5: Create Follow-Up Task When Deal Enters Negotiation

Ensure no deal stalls in Negotiation without a follow-up action.

• •Trigger: Field Changed (Deals → Stage)
• •Condition: Stage equals 'Negotiation'
• •Action: Create Task titled 'Send proposal follow-up' assigned to Deal Owner, due in 2 days

Result: Every deal that enters Negotiation automatically gets a follow-up task so nothing goes cold.