Workflow Action: Create/Update Opportunity

The Create/Update Opportunity Workflow Action allows you to set up a workflow that will automatically create or update an opportunity in a selected pipeline for any contacts that get added to the flow. This article will give an overview of how to create a workflow using the Create/Update Opportunity Workflow Action and includes information on how you can harness the use of custom fields featured in this action.

Step 1: Begin or Edit Your Workflow

Whether you're embarking on a new workflow or revisiting an existing one, you're able to include this action into a flow of your choice

Step 2: Select Your Workflow Trigger

Configure your workflow trigger(s) to initiate the Create/Update Opportunity Workflow Action. If you're new to triggers, don't worry – we've got you covered. Our detailed articles on trigger setup will guide you through the process.

Pro Tip: You can use any Workflow Triggers to trigger the Create/Update Opportunity Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Create/Update Opportunity Action

• Click on the "+" symbol below your chosen trigger to add an action.

• Under Actions, navigate to the CRM section and select Create/Update Opportunity from the menu. If you prefer, use the search function for quick access. Once selected, the Action Setup menu will appear.

Customization

• Customize the Action Name (Optional): Personalize the display name for this action within the workflow builder. Remember, this name is solely for organizational purposes and has no impact on the action's functionality.

• Choose Pipeline and Pipeline Stage: Indicate the specific pipeline and stage where you intend to create or update opportunities.

• Enter Opportunity Details: Provide Opportunity Name, Opportunity Source, and Lead Value – tailored to your business needs. Take it up a notch with Custom Values by clicking on the tag icon next to each text box.

• Opt for Opportunity Status: Select the relevant status for your opportunities – open, won, lost, or abandoned.

• Fine-tune with Toggles: Enhance your workflow further by toggling options. You can enable opportunities to revert to previous stages in the pipeline if applicable. Similarly, allow duplicate opportunities if your workflow demands it.

• Save your configuration by clicking "Save" at the bottom right corner of the Action setup menu.

Step 4: Publish Your Workflow

Don't forget to save your entire workflow by clicking "Save" at the top right corner of your browser. If you're ready to set your workflow in motion, ensure the toggle switch under "Save" is set to "Publish". For seamless functionality, test your workflow using the "Test Workflow" button located next to the "Publish" toggle switch.

There you have it! Your workflow is now armed with the Create/Update Opportunity Workflow Action. This empowers you to tailor and automate your opportunities, making your workflow management more efficient and impactful.

As always, thank you for being part of our journey towards superior workflow automation. If you have any questions or need further assistance, feel free to reach out. We're here to ensure your success.