As your deals move down the pipeline, you might want to send tailor-made emails depending on your prospects' pipeline stage.
With the Playbook "Add Prospects to Cadence when they enter a Salesforce deal stage" - you can build a custom cadence for each stage in the pipeline. When a prospect enters this particular deal stage, they will be automatically started in the associated cadence - ensuring they're sufficiently nurtured as they progress through the pipeline.
To set this up, Go to the "Playbooks" section inside your Cadence > Try the Playbook "Add Prospects to Cadence when they enter a Salesforce deal stage".
On clicking, the Create Playbook prompt will appear. Choose a pipeline and specify the deal stage. Then choose the deal owner from the dropdown.
You will find all the pipelines you've created in your Salesforce account here. Choose a pipeline and a deal stage
Finally, "Confirm". Your Playbook is live now.
Further, you can choose to stop the cadence when the deal stage changes:
You can also check the logs of your Playbooks in the history section.
