When an opportunity’s pipeline stage is updated, the Pipeline Stage Change workflow trigger will be activated. This trigger operates as the opportunity card progresses through any stage within the pipeline, activating the workflow at each stage.

Adding the Pipeline Stage Changed Trigger #

To begin, click on the “Add New Trigger” button and select “Pipeline Stage Changed”.

All Filters #

Here, you can add more filters to narrow down your trigger. Click on Add Filters and select.

Assigned To #

The “Assigned To” trigger 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 #

Selecting the “Has Tag” filter option will only trigger the workflow when an opportunity card with a specific tag moves from one stage to another within a pipeline. For instance, if an opportunity card with a Member-exclusive reward tag moves from one stage to another, this will activate the workflow.

In Pipeline #

The “In Pipeline” filter is an option for more targeted workflow automation that triggers when an opportunity card moves from one stage to another in a specific pipeline.

Lead Value #

Choose the “Lead value” option, set an operator for it, and then add the lead value in figures.

Lost Reason #

The “Lost Reason” filter allows you to capture insights into why an opportunity was marked as lost. By adding this filter, you can trigger workflows to notify your team, analyze patterns, or follow up for feedback.

Pipeline Stage #

To further narrow the criteria, the “Pipeline Stage” filter can be used to target a designated stage in the pipeline to activate the workflow when an opportunity card arrives. For instance, if No Show is chosen in the Appointment pipeline, this filter will only activate the workflow when a customer moves to that stage.

Status #

Within the “Status” option, you can choose from Open, Won, Lost, and Abandoned. This will trigger the workflow defined by the Status filter.

After setting up the filters, click the Save Trigger button in the bottom-right corner to complete the configuration.

NOTE: Be sure to add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

With the Pipeline Stage Change trigger, you can effortlessly automate processes as opportunities progress through your pipeline. This ensures every stage is managed efficiently, improving customer engagement and driving better outcomes for your business.

Frequently Asked Questions #

When does the Pipeline Stage Changed Trigger fire? #

It fires when an opportunity card moves from one stage to another within a pipeline.

Can I trigger only for a specific pipeline? #

Yes. Use the In Pipeline filter to target stage changes within a particular pipeline.

Can I trigger only when reaching a certain stage? #

Yes. The Pipeline Stage filter lets you fire the workflow only when an opportunity arrives at a designated stage.

Can I filter by opportunity status? #

Yes. The Status filter lets you trigger on Open, Won, Lost, or Abandoned opportunities.

How can I capture why deals are lost? #

Use the Lost Reason filter to trigger workflows that notify your team or gather feedback when an opportunity is marked Lost.

Do I need to save the trigger after configuring filters? #

Yes. Click the Save Trigger button in the bottom-right corner once your filters are set, then add workflow actions.