Pipeline Automation
Stop manually moving deals. Automate pipeline advancement with rule-based triggers, automatic actions, and stuck deal alerts.
The Manual Pipeline Problem
❌ Salesforce/HubSpot: You manually drag deals between stages, wasting 30+ minutes daily
❌ Monday.com: Pipeline automation requires expensive Enterprise plan ($24/user/mo)
❌ Pipedrive: Limited automation triggers, can't combine multiple conditions
❌ All others: Automation stops working when you go offline
Lead16's Pipeline Automation
🎯 Rule-Based Triggers
Automatically advance deals when they meet criteria: lead score thresholds, email engagement, form submissions, time delays, or custom field values.
⚡ Automatic Actions
When deals move, automatically send emails, create tasks, assign owners, update scores, or trigger webhooks to external systems.
🚨 Stuck Deal Alerts
Get notified when deals sit in a stage too long (e.g., 7+ days in Proposal). Never let hot leads go cold from inaction.
📴 Offline Automation
Automation rules execute even when offline. Actions queue locally and sync when you reconnect—perfect for field sales teams.
Example Automation Rules
| Pipeline Stage | Trigger Condition | Automatic Action |
|---|---|---|
| New Lead | Lead score > 60 | → Move to Qualified + Send welcome email |
| Qualified | Email opened 3+ times | → Move to Proposal + Create "Send Proposal" task |
| Proposal | Proposal link clicked | → Move to Negotiation + Notify sales rep |
| Proposal | No activity for 7 days | → Send reminder email + Alert rep |
| Negotiation | Invoice sent | → Move to Closed Won + Create onboarding task |
| Any Stage | No activity for 14 days | → Move to Nurture + Add to drip campaign |
Complex Multi-Condition Rules
Auto-Qualify High-Intent Leads
IF: Lead score > 70
AND Email opened 2+ times
AND Visited pricing page
THEN: Move to Qualified + Assign to top rep + Send demo booking link
Rescue Stalled Deals
IF: Stage = Proposal
AND Days in stage > 10
AND No email reply in 5 days
THEN: Send breakup email + Create "Last attempt call" task + Alert manager
Fast-Track Enterprise Leads
IF: Company size > 100 employees
OR Deal value > $10,000
THEN: Assign to enterprise rep + Tag as "High Value" + Send personalized video
Lead16 vs Other CRMs
| Feature | Lead16 | Salesforce | HubSpot | Pipedrive |
|---|---|---|---|---|
| Multi-condition rules (AND/OR) | ✓ Yes | Pro+ only | Pro+ only | ✗ No |
| Stuck deal alerts | ✓ Free | $75/mo+ | $50/mo+ | ✓ Yes |
| Offline automation | ✓ Yes | ✗ No | ✗ No | ✗ No |
| Setup complexity | 2 min | 2+ hours | 30+ min | 10 min |
| Automation on free plan | ✓ Yes | ✗ No | ✗ No | ✗ No |
Who Benefits from Pipeline Automation?
🏢 B2B Sales Teams
Automate long sales cycles with multi-stage nurture sequences. Automatically escalate hot leads to senior reps based on engagement.
Example: SaaS company reduced time-to-contact from 4 hours to 5 minutes with instant lead routing automation.
🏗️ Field Sales Reps
Automation continues working even when you're offline meeting clients. Leads advance, emails send, and tasks create automatically.
Example: Construction sales rep closed 23% more deals by automating follow-ups while on job sites without wifi.
📈 High-Volume Sales
Processing 100+ leads daily? Automation qualifies, routes, and nurtures leads instantly without manual sorting.
Example: Marketing agency handling 200 leads/week saved 12 hours weekly with auto-qualification rules.
💼 Solo Consultants
No team to manually move deals? Automation acts as your virtual assistant, advancing leads and sending follow-ups 24/7.
Example: Freelance consultant generated 3x more proposals with automated pipeline movement and task creation.
Marketing Agency Saves 15 Hours/Week
"We were manually moving 150+ leads through our pipeline every week. With Lead16's automation rules, leads now advance automatically based on email engagement and form submissions. We went from spending 3 hours/day on pipeline management to just 15 minutes checking stuck deals."
— Marcus K., Growth Director at Digital Marketing Co
Frequently Asked Questions
Pipeline automation automatically moves leads through your sales stages based on triggers like email opens, form submissions, or time delays. Instead of manually dragging deals between stages, the CRM does it for you when conditions are met.
Lead16 uses rule-based triggers: when a lead completes an action (opens email, clicks link, submits form, reaches a time threshold), they automatically advance to the next stage. You can also set up automatic task creation, follow-up scheduling, and stage-based email sequences.
Yes. You can create custom rules for each pipeline stage with AND/OR conditions. Example: "Move to Qualified when lead score > 70 AND email opened 3+ times" or "Create task when deal sits in Proposal stage for 7+ days".
Leads stay in their current stage until they meet the advancement criteria or you manually move them. You can set up "stuck deal" alerts to notify you when leads remain in a stage beyond a set timeframe (e.g., 14 days in Proposal stage).
Yes. When you go offline, Lead16 queues automation actions locally. Once you reconnect, all pending automations execute automatically. This ensures field sales teams never lose automation benefits even without internet.
Related Resources
Automated Follow-ups
Set up drip campaigns and behavior-triggered email sequences
Lead Scoring
Automatically score leads based on engagement and trigger pipeline movement
Gmail Integration
Track email opens and clicks to trigger automation rules
All Features
Explore all Lead16 features for sales automation
Start Automating Your Pipeline Today
Stop manually moving deals. Set up your first automation rule in under 2 minutes.
💯 Free forever plan • No credit card required • 2-minute setup