The Create/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select. This action lets you automate opportunity status changes based on a workflow trigger, eliminating the need to manually move contacts to new opportunities.

In the workflow builder, choose a suitable Trigger. Click on the “+” icon to search and add the “Create/Update Opportunity” Action.

Configure Action #

In Pipeline #

To use this workflow action, begin by selecting the pipeline where you want to create or update the contact’s opportunity.

In Pipeline Stage #

Next, choose the appropriate stage in the pipeline where the contact’s opportunity should be placed. Use the dropdown menu to select the correct stage.

Opportunity & Lead Value #

• Opportunity Name: Provide a name for the opportunity. This could be the contact’s name, their company name, or another identifier that best suits your workflow.
• Opportunity Source: Fill in the opportunity’s source, such as “Call,” “Organic Lead,” “Facebook,” or “Google.” This helps you track how the contact entered your workflow.
• Lead Value: Type in the lead value here. This value should reflect the dollar amount of the product or service your client is interested in.

Opportunity Status, Stages & Duplication #

Choose the status you want to add the contact to: Open, Won, Lost, or Abandoned.

• Allow Opportunity to Move to Any Previous Stage: By enabling this option, you can give flexibility to move the contact back to earlier stages in the pipeline as needed.
• Allow Duplicate Opportunities: If your workflow involves a single contact needing multiple opportunities in the same pipeline, enable this option. This ensures you can create or update multiple opportunities for the same contact without conflict.

Note: Both options cannot work at the same time. You can either create a new opportunity for the same contact using Allow Duplicate, or allow an existing opportunity to move backward in the pipeline.

Save Action #

Remember to save after configuring the action.

Once configured and saved, this action helps ensure your opportunities stay accurate and organized, reducing manual effort and improving efficiency across your sales process.

Frequently Asked Questions #

What does the Create/Update Opportunity action do? #

It creates a new opportunity or updates an existing one in a selected pipeline, automating opportunity changes based on a workflow trigger.

What details can I set on the opportunity? #

You can set the pipeline, stage, opportunity name, opportunity source, lead value, and status (Open, Won, Lost, or Abandoned).

Can an opportunity move back to an earlier stage? #

Yes, if you enable the Allow Opportunity to Move to Any Previous Stage option.

Can a contact have multiple opportunities in the same pipeline? #

Yes, if you enable Allow Duplicate Opportunities, which lets you create or update multiple opportunities for the same contact without conflict.

Can I use both backward-stage movement and duplicates at once? #

No. Both options cannot work at the same time—you choose either allowing duplicates or allowing an existing opportunity to move backward.

Do I need to save the action? #

Yes. Remember to save after configuring the action so it applies in the workflow.