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  1. Project Automation
  2. Project Initiation
  3. Auto-create projects

Create a new project when a sales opportunity stage changes

Automatically launching new projects when a sales opportunity stage changes ensures that work begins immediately on qualified leads without manual handoffs. This automation keeps teams aligned by creating standardized project templates and tasks the moment a deal advances. As a result, it reduces delays, prevents dropped follow-ups, and maintains consistent processes across sales and delivery.

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