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To view the full video tutorial on how to create pipeline items automatically inside Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you straight to the video titled “How to Create Pipeline Items Automatically.”

Why This Matters

Want to save time and make sure no lead falls through the cracks? 📊 With automation, Ox Gold can automatically create new items in your sales pipeline based on triggers like form submissions, contact tags, appointment bookings, and more.

This video shows you how to link workflows to your pipeline stages—so you always know where each lead stands without doing it manually.

Where to Find It

Once you're logged into your Ox Gold platform:

• Click the Help Docs button at the bottom of the left-hand menu (marked with a question mark icon).
• This opens the Ox Gold Help Center.
• Scroll down the page until you see the Help Docs section.
• In the Help Docs left-hand menu, click on Walkthroughs / Tutorials.
• Then, find and select the video titled “How to Create Pipeline Items Automatically.”

Step-by-Step Instructions

• Click Help Docs Click the question mark icon at the bottom of the left-hand menu to open Help Docs.
• Access the Help Center The Ox Gold Help Center will open in a new tab or panel.
• Scroll to Help Docs Scroll through the Help Center homepage until you reach the Help Docs section.
• Go to Walkthroughs / Tutorials In the left-hand Help Docs menu, click Walkthroughs / Tutorials.
• Open the Pipeline Automation Video Find and click on “How to Create Pipeline Items Automatically.”

Tips & Troubleshooting

✅ Pro Tip: Use pipeline automation to instantly assign new leads to your team, trigger reminders, or change pipeline stages based on client behavior.

⚠️ Watch Out: Make sure your automation includes the right pipeline and stage—using the wrong one can confuse your tracking and reports.

What to Do Next

After watching the video:

• Go to Automations in the left-hand menu to start building your workflow.
• Use the Pipelines tool to double-check your stage names and sales flow.
• Add a trigger (like form submission or tag added) that tells Ox Gold when to drop a contact into your pipeline.

▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the How to Create Pipeline Items Automatically video and streamline your sales tracking today.