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Pipelines stay accurate when messaging automation updates them — and when stage changes kick off the next message.

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Flow → Pipeline

In Flow Builder, add a Move to pipeline stage (or equivalent pipeline action) block when the conversation reaches a milestone:
  • Lead shares budget → move to Qualified
  • Ticket resolved keyword → move to Resolved
  • Payment confirmed → move to Closed won

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Pipeline → Flow / actions

Configure stage or pipeline triggers such as:
  • Opportunity/ticket created
  • Card value changed
  • Card moved from one stage to another
On those triggers, run actions: start a Flow, notify an admin, assign owner, send email, and more.

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Example

  1. Keyword help starts a support Flow.
  2. Flow collects the issue and creates/moves a Support pipeline card to Open.
  3. When an agent drags the card to Resolved, a Flow sends a CSAT survey.