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 Zoho 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 Zoho deal stage".

On clicking, Create Playbook prompt will appear> Choose a pipeline and specify the deal stage and choose the deal owner from the dropdown.

You will find all the pipelines you've created in your Zoho 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.

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