The board stays honest
A deal reflects what's actually happened — a quote sent, a second reply received — rather than depending on a busy salesperson remembering to update a stage manually between calls.
Coming soonSales Manager
Auto-move deals on trigger
Deals stop sitting untouched in the wrong stage because Jeet updates them the moment a defined event happens, without a rep remembering to do it.
Works with
What it does
How Jeet handles this
Jeet lets the business define rules like "move to Proposal Sent when a quote PDF is emailed" or "move to Negotiation when the lead replies twice." When the trigger condition is met, the deal moves and the assigned rep is notified.
A building-materials supplier's sales process has a rule everyone agrees to but nobody consistently follows: move the deal to "Proposal Sent" the moment a quote goes out, move it to "Negotiation" once the buyer replies twice. In practice a busy salesperson emails the quote, moves on to the next call, and forgets to update the stage — so the pipeline board shows the deal stuck at "Quoting" three weeks after the buyer already came back with questions.
Deal stage automation makes that update happen without depending on anyone remembering. The business defines the trigger once — a quote PDF emailed, a second reply received — and when the condition is met, the deal moves stage on its own and the assigned salesperson gets notified. The board stays honest even when the person working the deal is buried in calls.
Where auto-move deals on trigger happens
Jeet runs this directly on the platforms your customers already use — no separate app for them to install.
- Gmail
- Slack
How it works
Step by step
- 01
Rules are defined in plain terms
The business sets a trigger like "move to Proposal Sent when a quote is emailed" or "move to Negotiation after two replies," written in terms that match how the sales process actually works day to day.
- 02
The trigger is evaluated continuously
As events happen — an email sent, a reply logged, a call completed — the system checks them against every active rule, watching for the specific condition each one is waiting on to be satisfied before acting.
- 03
The deal moves, rep told
The moment a trigger condition is met, the deal's stage updates immediately, and the assigned salesperson is notified at once so they know the pipeline has changed without checking it manually between calls all day long.
- 04
Every automatic move is logged
Each automated stage change is recorded with what triggered it, so a manager reviewing the deal later can see exactly why it moved rather than wondering whether it was a genuine, unexplained mistake happening somewhere.
Why it matters
What you get out of it
No deal quietly stalls unnoticed
A rep buried in other work still gets notified the moment a deal's stage changes automatically, keeping their attention on what matters without needing to check the pipeline constantly.
Managers can trust the board
A logged reason for every automatic move means a manager reviewing the pipeline doesn't have to second-guess whether a stage change reflects reality or an unexplained glitch.
The detail
What to know before you rely on it
Automation rules can conflict in ways that aren't obvious until they happen — two separate rules, each reasonable on its own, might both react to the same event and try to move the same deal to two different stages at once. A business that builds rules independently over time, without reviewing how they interact, can end up with a deal bouncing between stages or landing somewhere nobody intended. Reviewing the full set of active rules together periodically, not just each in isolation when created, catches this before it confuses a live deal.
A trigger condition defined too broadly creates a different problem: a rule meant to catch one situation can end up firing repeatedly on events it wasn't designed for, moving a deal back and forth or re-triggering notifications on every loosely matching event. This is the automation equivalent of a rule that seemed sensible when written but turns out to be a runaway loop in practice — worth testing against a handful of real deals before trusting it against the whole live pipeline.
Because a stage move can now happen without a person directly causing it, an audit trail isn't optional — a supplier's sales manager reviewing why a big order moved to "Negotiation" needs to see plainly that it was the automated two-reply rule, not a rep's judgement call or an unexplained error. Trust in automation depends on being able to explain, after the fact, exactly why any move happened, in terms a non-technical manager would understand without an engineer interpreting a log.
Industry use cases
Where this earns its keep
6 industries where Jeet applies this directly.
Jeet manages multi-stakeholder deal pipelines, sequences outbound prospecting to target accounts, and forecasts quarterly revenue from weighted pipeline value.
A software reseller's rep enrolls a shortlist of prospect companies into an email-and-call sequence, and Jeet pauses the sequence automatically the moment a decision-maker replies so the next touch is a live conversation instead of another templated email.
See the b2b sales playbookJeet routes loan or insurance inquiries to the right product specialist and keeps a compliant record of every call and consent given.
A financial advisory firm receives an inbound inquiry through its website, Jeet routes it to the specialist covering that product line, and the call recording consent is logged before any call is placed.
See the banking and finance playbookJeet manages consultation-to-order pipelines for interior design or furnishing projects, tracking quote versions as project scope changes.
A home-decor studio's client requests a revised quote after a site visit, and Jeet keeps both quote versions attached to the same deal so the rep can see exactly what changed.
See the home decor and furnishing playbookJeet tracks new-business pitches from first contact through proposal and contract, and reports which lead sources produce the best-fit clients.
An agency's referral lead comes in tagged by source, and Jeet's win-loss reporting later shows that referral-sourced deals close at a different rate than cold outbound, informing where the agency invests its business-development time.
See the marketing agencies playbookJeet tracks site-visit bookings and follow-ups for property inquiries, and forecasts likely closings by project and stage.
A broker's site-visit is scheduled through the meeting scheduler, and Jeet automatically creates a follow-up task for the day after the visit so interest doesn't fade before the next contact.
See the real estate playbookJeet manages custom-itinerary inquiries as a pipeline, tracking quote sends and follow-ups until the booking is confirmed and paid.
A travel agent's WhatsApp inquiry about a family holiday package becomes a deal, and Jeet tracks when the itinerary PDF is opened so the agent knows exactly when to call and close.
See the travel and tourism playbookMore from Jeet
Everything else it handles
Unify every lead in one inbox
The business stops losing leads that arrive scattered across WhatsApp, website forms, calls, and marketplaces because every new contact lands in one place automatically.
Learn moreVisualize the full deal pipeline
Sales owners see exactly where every deal stands and which ones are stuck, instead of guessing from memory or a spreadsheet.
Learn moreRank leads by likelihood to buy
Reps spend their limited calling time on the leads most likely to convert instead of working the list top-to-bottom.
Learn moreAutomate follow-up sequences
No lead goes cold because they weren't followed up with — the next email, call reminder, or WhatsApp message goes out on schedule without a human remembering.
Learn moreCall leads without leaving jeet
Reps make and log calls from inside one screen instead of switching to a phone and then re-typing notes into the CRM afterward.
Learn moreTrack opens and reuse winning emails
Reps know the moment a prospect opens their email and follows up while interest is warm, instead of guessing when to call back.
Learn moreQuestions
Straight answers.
What happens if two automation rules both try to move the same deal at once?
This is a known failure mode worth watching for — two independently reasonable rules can react to the same event and disagree about where a deal should land. Reviewing the full set of active rules together periodically, rather than only checking each one in isolation when it's created, is the practical way to catch a conflict before it confuses a live deal on the board.
Can a badly written rule end up moving a deal back and forth repeatedly?
Yes, if a trigger condition is defined too broadly and ends up matching events it wasn't really meant to catch, it can behave like a runaway loop — re-triggering on near-matches rather than the one specific situation intended. Testing a new rule against a handful of real deals before relying on it against the entire live pipeline is the safeguard against this.
How can a manager tell whether a deal moved because of a rule or because a rep changed it by hand?
Every stage change is logged with its cause, so an automatic move records which rule triggered it, while a manual drag records that a person made the change directly instead. A manager reviewing a deal's history should always be able to see plainly which of the two actually happened, rather than having to guess or ask around the sales floor for an explanation.
What if a quote gets emailed by mistake and the deal moves to the wrong stage automatically?
Because the trigger reacts to the underlying event — an email being sent — rather than to the rep's actual intention behind it, a mistaken send would move the stage the same way a genuine one would. A rep noticing an automated move that doesn't reflect reality can still correct the stage by hand, and that manual correction is logged too, so the deal's history shows both what the automation did and what the rep fixed afterward.
The rest of your stack
It plugs into what you already run.
Jeet connects to your tools
No rip-and-replace — auto-move deals on trigger works alongside the systems already running your business.
- HubSpot
- Salesforce
- Zoho
- Google Sheets
- Calendly
- Typeform
- Airtable
- Zapier
- Intercom
- Twilio
Coming soon