The Opportunities tab helps you keep track of your customer’s journey, and when changes happen, it becomes crucial in your acquisition process to follow up. This trigger helps you create workflows to automate any actions you need to happen immediately upon a change.

Adding Your Trigger #

You can find this trigger in the Opportunities section of your workflow triggers. To add it, click + Add New Trigger and select it.

Workflow Trigger Name #

Update the name that will be displayed in the builder.

Filters #

Define the contacts that should be added to the workflow by including filters based on the desired criteria. The main filters for this trigger are:

• Assigned To: Select Assigned To, then an operator, to limit the trigger to contacts assigned to a specific user or who have changed hands.
• Has Tag: Limit the workflow triggering to only contacts with the selected tag added to them.
• In Pipeline: Select In Pipeline, then an operator, to limit triggering to opportunities from a specific pipeline or that have changed pipelines. You can also add Pipeline Stage for extra precision.
• Lead Value: Select Lead Value, choose your operator, then select the amount you want to trigger or exclude.
• Lost Reason: Select Lost Reason, choose your operator, then if using Equals or Has Changed To, select the reason to trigger or exclude.
• Status: Select Status, choose your operator, then select the status to trigger or exclude.

Once you are satisfied with your selections, click Save Trigger to establish your changes.

Following up with opportunity changes has never been easier. Use this trigger and its filters to automate your opportunity management, leading to more efficient acquisitions and improved customer care.

Frequently Asked Questions #

When does the Opportunity Changed trigger fire? #

It activates when an existing opportunity changes, such as a change in stage, status, value, or assignment.

How is it different from Opportunity Created? #

Created fires when a new opportunity is added, while Changed fires when an existing opportunity is updated.

What filters can I apply? #

Assigned To, Has Tag, In Pipeline (with optional Pipeline Stage), Lead Value, Lost Reason, and Status.

Can I trigger on pipeline changes specifically? #

Yes. The In Pipeline filter lets you target opportunities that move into a specific pipeline or change pipelines, with Pipeline Stage for more precision.

How do I use the Lost Reason filter? #

Choose an operator, and when using Equals or Has Changed To, select the lost reason you want to trigger or exclude.

How do I save the trigger? #

After configuring your filters, click Save Trigger to establish your changes.