Using the Create Opportunity Workflow Action

Overview

The Create Opportunity action allows you to automatically generate a new opportunity record within your CRM whenever specific conditions are met in a workflow. This action helps streamline your sales process by moving contacts into designated pipelines and stages without manual intervention.

Action Details

When triggered, this action creates a new opportunity and places it in your chosen pipeline and stage. You can customize various aspects of the opportunity, including its name, source, status, and value. The action also includes an option to prevent duplicate opportunities for the same contact.

Configuration Fields

• Action Name: A descriptive label for this step within your workflow (required)
• Pipeline: Select which pipeline the opportunity should be created in (required)
• Pipeline Stage: Choose the specific stage within the pipeline where the opportunity will be placed. If left blank, defaults to the first stage of the selected pipeline
• Opportunity Name: Enter a name for the opportunity. You can use dynamic values like {{contact.first_name}}. If left blank, defaults to the contact's name when available
• Opportunity Source: Specify where the opportunity originated (e.g., Website, Referral)
• Status: Set the opportunity's status (e.g., Open, New). Defaults to "Open" if not specified
• Duplicate Opportunity: Enable or disable creating multiple opportunities for the same contact. When disabled, no new opportunity is created if one already exists for that contact
• Opportunity Value: Enter a numerical value representing the opportunity's potential worth. Defaults to 0 if not specified
• Ownership Settings: Opportunity ownership follows your system's opportunity settings, which can be configured separately
• Other Custom Fields: Populate any additional custom fields with static values or dynamic variables

Important Considerations

• If the contact lacks a first or last name, the system will attempt to use other available identifiers for the opportunity name
• This action requires an associated contact—workflows without contact data cannot create opportunities
• Duplicate checking is based on contact ID, not opportunity name
• For date fields, you can use special values like "Right Now" to insert the current date and time

Example Usage

Imagine you want to automatically create opportunities for contacts who submit a "Service Quote" form on your website:

• Trigger: Contact submits "Service Quote" form
• Action: Create Opportunity
• Pipeline: "Sales"
• Pipeline Stage: "Qualification"
• Opportunity Name: {{contact.first_name}} - Service Quote
• Opportunity Source: "Website"
• Status: "Open"
• Duplicate Opportunity: Disabled (to prevent multiple opportunities for the same contact)

When this workflow runs, a new opportunity will be created in the "Sales" pipeline under the "Qualification" stage. If the same contact submits another quote form, no additional opportunity will be created since duplicates are disabled.