How to Build CRM Automations Based on Custom Contact and Revenue Criteria

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CRM systems are only as powerful as the logic behind them. With criteria-based automations, you can notify your team or update records automatically based on contact and revenue data — increasing efficiency and sales visibility.

In this post, we’ll show you how to use dynamic criteria to create automations that update records or send notifications, whether one-time or continuously triggered. These automations eliminate manual busywork and ensure your teams are always working with up-to-date information.

What Are Criteria-Based Automations?

Criteria-based automations are workflows that trigger based on specific data rules in your CRM. This could include:

  • Revenue greater than a certain amount
  • Contact from a specific industry
  • Lifecycle stage changes
  • Recent engagement (email opens, website visits, form submissions)

These rules can be used to automate:

  • Slack or email notifications to your team
  • CRM field updates (like changing a status or score)
  • Workflow enrollment for follow-ups or alerts

Use Cases for Sales and Marketing Teams

Automations based on contact and revenue data can drive better alignment and action. Here’s how:

  • Notify sales instantly: When a lead reaches a revenue threshold or fills a high-intent form, trigger a Slack alert.
  • Update lifecycle stages: Automatically move contacts from MQL to SQL when both score and revenue meet your benchmarks.
  • Flag records: Set a “High Priority” tag if a new contact comes from a strategic account or industry.
  • Trigger onboarding workflows: When a deal closes, send internal alerts and kick off onboarding steps in HubSpot or Salesforce.

Why Manual Processes Fail

Without automations, your team must rely on manual data review and follow-ups. This leads to:

  • Missed handoffs between marketing and sales
  • Outdated information in your CRM
  • Slower response times to high-value leads

Criteria-based workflows reduce friction and free your team to focus on selling and servicing customers.

How to Set Up Criteria-Based Automations

Here's a step-by-step framework you can follow:

  1. Define your logic: Choose the data fields you want to base the automation on — such as revenue, contact score, or company type.
  2. Create filter groups: Combine conditions like “Industry is SaaS” AND “Revenue > $100,000”.
  3. Select your action: Will the automation update a field, notify someone, or trigger a new workflow?
  4. Test it: Run on a sample record set to verify correct triggers.

How getnucleus.io Makes It Easy

getnucleus.io helps you go beyond basic CRM logic by allowing:

  • Criteria-based filters with multiple field combinations
  • One-off deduplication or ongoing sync workflows
  • Automated Slack and email alerts for changes or record creation
  • Unified visibility into Salesforce and HubSpot contacts

You don’t need to code anything — just set your filters, choose your action, and let Nucleus do the rest.

Conclusion

Criteria-based CRM automations turn raw data into real-time action. Whether you want to update a record, notify your team, or initiate a workflow, smart automations save time and reduce error.

Want to build intelligent workflows based on your own revenue and contact logic? getnucleus.io makes it effortless.