Automate Opportunities with Workflows

Automation keeps a pipeline accurate as volume grows.

Triggers you can automate on

Opportunity Created, Opportunity Status Changed, Pipeline Stage Changed, Stale Opportunities (untouched for a set number of days) — each narrowable with filters.

Actions you can take

Create an Opportunity, Remove an Opportunity, Branch with IF/ELSE based on opportunity or custom field values.

A practical example

A lead books a call → workflow triggers → creates an opportunity in "New Business" at "Consultation Scheduled" → assigns a task to the owning rep.

Getting started

List the repetitive manual steps, pick the truly mechanical ones, build one workflow at a time, test with a sample deal first.