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Automations triggered by custom fields
In this tutorial, you’ll learn how to build an automation that activates the moment a custom field is updated on a contact. We’ll walk through creating a workflow that identifies decision makers, automatically generates a new deal, and schedules a follow-up activity—eliminating manual steps and keeping your pipeline organized. By the end, you’ll understand how to use custom fields as powerful triggers to streamline your processes and save your team valuable time.
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