Streamline sales communications and improve pipeline visibility by setting up automation workflows tailored to your sales process in MediaOS.
Why Automating Your Sales Process #
Sales automations in MediaOS are designed to eliminate manual follow-up, improve client engagement, and keep your team informed at every stage of the sales cycle. From sending thank-you emails to notifying managers when deals progress, these automations reduce workload while enhancing your ability to close faster and more collaboratively. Below are two key automations we recommend implementing to boost sales team productivity and improve communication.
Automation 1: Sending Automatic Thank You Emails When a Contract Is Won #
This automation sends a personalized thank-you email automatically whenever a contract status is updated to Won, ensuring timely communication with clients and reinforcing your brand’s professionalism.
To set this up, begin by clicking Automations in the left-hand menu, then select Pipelines from the top navigation. Click + New Workflow in the top-right corner. On the next screen, choose Contract from the dropdown menu, then select the trigger Set to Won and click Save.
Once your workflow is created, click the + button to add a new step. In the pop-up panel on the right, select Customer Email. Click on the new Customer Email box to configure the step. Fill in the Description field (e.g., “Contract Won Email”) and set Send to Email as Contact Sold To. Under Template, either select an existing email template or create a new one. When your message is ready, click Save, then activate the workflow by clicking Activate in the top-right corner.
This automation ensures a seamless and consistent post-sale experience by delivering a thank-you message the moment a deal closes.
Automation 2: Creating Sales Tasks Based on Pipeline Status Updates (for Sales Managers) #
This automation allows sales managers to automatically assign follow-up tasks or notifications whenever a deal reaches a critical status—such as “Closing”—in the pipeline. This ensures nothing slips through the cracks and keeps your team aligned.
To set this up, go to Automations in the left-hand menu and click Pipelines at the top of the screen. Under the Deals pipeline, choose the Automation tab. Locate the status you want to track (for example, Closing) and click + Create Workflow beneath it.
Click the + button to add a step, then select Notification in the pop-up. Click the Notification box to edit it. Under Attach Task to Related, select Deals, then under Assign to Selected User, choose the appropriate team member.
In the Notification Message field, you can personalize the alert using merge tags. Click the </> icon to open the merge field selector. Choose a tag like Account: Name, then click Insert. Compose your message using the tag for context—for example:
“Account: Name has been set to ‘Closing’ for a deal. Please follow up with Account: Owner Name.”
Click Save to finalize the workflow.
With this automation in place, your sales leadership will stay informed every time a deal progresses, allowing for timely coaching, escalations, or client outreach.
