The Opportunity Status Change trigger is activated only when an opportunity’s status changes in the Opportunities CRM section, moving from one status to another. This trigger will not be activated unless the opportunity card status changes.
Adding the Opportunity Status Changed Trigger #
To get started, click on Add New Trigger, then search and select Opportunity Status Changed.
All Filters #
You can filter your trigger by clicking Add Filters and selecting all filters; they are all required.
Assigned To #
The Assigned To filter allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Simply select a team member from the dropdown to select the Assigned To.
Has Tag #
In the filter options, choosing Has Tag will trigger the workflow when an opportunity card with a specific tag moves from one status to another. For instance, this filter will only activate the workflow when an opportunity card with a specific tag changes status.
In Pipeline #
Selecting the In Pipeline filter will activate the workflow only when an opportunity card in a specific pipeline moves from one status to another. For instance, if an opportunity card in the Appointment pipeline moves from open to abandoned status, this filter will trigger the workflow.
Pipeline Stage #
To further narrow the criteria, the Pipeline Stage filter can be used. This option targets a designated stage in the pipeline to activate the workflow when an opportunity card arrives. For instance, if Confirmed is chosen in the Appointment pipeline, this filter will only activate the workflow when a customer moves to that stage.
Lead Value #
Choose the Lead Value, set an Operator, and then add the lead value in numbers.
Lost Reason #
Track opportunities lost for specific reasons by using this filter to activate workflows when an opportunity is marked as lost with a defined cause.
Moved From Status #
When an opportunity card moves from one status to another, this activates a workflow. For example, if the opportunity card moves from open to abandoned, lost, or won, this will activate the workflow.
Moved To Status #
Similarly, if the opportunity card moves to won from either abandoned, lost, or open, this will trigger the workflow defined by the Moved To Status filter.
After setting the filters, click the Save Trigger button located in the bottom-right corner to finalize your configuration.
Note: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.
By leveraging its customizable filters and automated workflow capabilities, teams can ensure timely responses, maintain pipeline visibility, and improve overall efficiency. With this trigger, managing and tracking opportunity transitions becomes a seamless process that enhances both productivity and customer experience.
Frequently Asked Questions #
When is the Opportunity Status Change trigger activated? #
Only when an opportunity card’s status changes in the Opportunities CRM section, moving from one status to another.
How do I add this trigger? #
Click Add New Trigger, then search for and select Opportunity Status Changed.
What is the difference between Moved From Status and Moved To Status? #
Moved From Status fires based on the status an opportunity leaves, while Moved To Status fires based on the status it arrives at.
How can I target a specific pipeline or stage? #
Use the In Pipeline filter to target a pipeline and the Pipeline Stage filter to target a designated stage within it.
Can I trigger based on why an opportunity was lost? #
Yes. The Lost Reason filter activates the workflow when an opportunity is marked as lost with a defined cause.
How do I finalize the configuration? #
After setting your filters, click the Save Trigger button in the bottom-right corner.
