Using Deal Stage Change Agents

Last updated: July 13, 2026

Deal Stage Change Agents run when a CRM deal moves to a selected stage. They are useful for handoffs, alerts, quality checks, and stage-specific workflows.

When to use a Deal Stage Change Agent

  • Create a Customer Success handoff when a deal moves to Closed Won.

  • Alert a manager when a high-value deal moves to Procurement or Legal.

  • Generate next-call preparation when a deal moves to Demo Scheduled.

  • Audit qualification gaps when a deal enters a later stage.

  • Summarize loss reasons when a deal moves to Closed Lost.

Supported CRMs

Deal stage triggers are designed for Salesforce and HubSpot CRM fields. Pipedrive CRM triggers are not currently supported.

Create a Deal Stage Change Agent

  1. Go to Agents → Command Center.

  2. Click Create an agent.

  3. In Step 1: Trigger, choose Deal Stage Change.

  4. Select the target stage that should trigger the agent.

  5. Optionally choose the previous stage if the agent should only run for a specific stage transition.

  6. Write the prompt in Step 2: Prompt.

  7. Configure recipients and delivery in Step 3: Output.

  8. Test the agent, then save it.

Available variables

Variable

What it inserts

{{field_before_value}}

The previous CRM field value, if available.

{{field_after_value}}

The new CRM field value.

{{deal_id}}

The CRM ID of the deal connected to the event.

{{deal_owner}}

The owner of the deal.

Prompt examples

Closed-won handoff

When a deal moves from {{field_before_value}} to {{field_after_value}}, create a Customer Success handoff for deal {{deal_id}}.

Include:
- Deal owner: {{deal_owner}}
- Customer goals and pain points
- Promised features or commitments
- Stakeholders and champions
- Risks, open questions, and next steps
- Links or references to the strongest supporting call evidence

Late-stage risk audit

For deal {{deal_id}}, review whether the opportunity is ready for {{field_after_value}}.

Check recent calls, CRM fields, qualification notes, competitors, decision process, next steps, and close plan. Flag missing information and recommend what the owner should do before the next meeting.

Output recommendations

For handoffs, send generalized output to a shared Slack channel. For deal-owner coaching or risk alerts, use individual output or Slack DM to the relevant owner or manager.

Troubleshooting

I do not see my CRM stage

Confirm the CRM integration is connected and that Airspeed is synced with the CRM field you expect.

The agent fires for too many deals

Add a previous-stage requirement, tighten the prompt, or route the output to a review channel before wider rollout.

The prompt does not reference the right deal

Use {{deal_id}} in the prompt and test the agent before saving.