The Create Opportunity action allows you to generate a new opportunity within a specified pipeline and stage, ensuring that new leads are properly categorized without affecting any existing opportunities. This action is great for onboarding new leads, as it automatically populates all details and values. Additionally, the duplicate opportunity setting follows a unified global setting, simplifying opportunity management.

How It Works #

To use this workflow action, navigate to Automation > Workflows in your CRM and open an existing workflow or create a new one. First, choose a Trigger to determine when this action should run. Click on the “+” icon to add an action, then search for and select Create Opportunity from the list.

Configure the Action #

Pipeline #

Click the dropdown to select the pipeline where the new opportunity should be created.

Duplicate Opportunity #

This option follows a unified global setting for handling duplicate opportunities, keeping how duplicates are managed consistent across workflows.

Add Field #

Select the Add Field option to specify additional criteria to refine your search, such as filtering by opportunity name, value, source, pipeline stage, and much more.

Fields #

This section displays the opportunity details that can be configured, allowing for further automation steps:

• Opportunity Name: Enter a name for the new opportunity to help identify it within the pipeline.
• Pipeline Stage: Select the stage where the opportunity will be placed within the pipeline.
• Opportunity Value: Define the monetary value of the opportunity.
• Status: Choose the current status of the opportunity (e.g., Open, Closed, Won, Lost). The Status field must be added before you can mark an opportunity as Lost.
• Opportunity Source: Identify where the opportunity originated from.
• Lost Reason: If the opportunity is marked as lost, provide a reason. You must add both the Status and Lost fields before specifying a Lost Reason.

Once configured, save the action and publish the workflow to activate it.

Using the Create Opportunity action helps you add leads, manage your pipeline, and stay organized. Adding opportunities effectively ensures that no lead falls through the cracks and that the right steps can be taken toward conversion.

Frequently Asked Questions #

What does the Create Opportunity action do? #

It generates a new opportunity in a specified pipeline and stage, automatically populating its details without affecting existing opportunities.

How are duplicate opportunities handled? #

The duplicate opportunity setting follows a unified global setting, so duplicates are managed consistently across all your workflows.

What fields can I configure on the opportunity? #

You can set the Opportunity Name, Pipeline Stage, Opportunity Value, Status, Opportunity Source, and Lost Reason, among others.

How do I mark an opportunity as Lost? #

You must add the Status field first, and to provide a Lost Reason you must add both the Status and Lost fields.

How do I add more configurable fields? #

Use the Add Field option to include additional criteria such as opportunity name, value, source, and pipeline stage.

How do I activate the action? #

Once configured, save the action and publish the workflow to activate it.