Add Deals to a Pipeline with the Create Opportunity Action

The Create Opportunity action puts a new deal into a pipeline for the contact in your workflow.

Settings

• Action Name: required.
• Pipeline: required.
• Pipeline Stage: optional. Blank means the first stage.
• Opportunity Name: optional. Blank uses the contact's name, or a merge field you insert.
• Opportunity Source: optional label such as Website or Referral.
• Status: blank means Open.
• Opportunity Value: blank means 0.
• Duplicate Opportunity: when off, no new opportunity is created if the contact already has one.
• Other custom fields: fill additional fields. Date fields can use values like Right Now.
• Ownership: depends on your opportunity settings, either the contact's owner or unassigned.

Set it up

1. Open Automation > Workflows, choose a trigger such as Form Submitted.
2. Click + and select Create Opportunity.
3. Choose the pipeline and stage and fill in the fields you need.
4. Decide whether duplicates are allowed.
5. Save the action and publish.

Things to know

• A contact is required. Inbound webhooks without contact data cannot create opportunities.
• Duplicate checks look at the contact, not the name.
• If the contact has no name, an email or other identifier is used.
• The older combined Create/Update Opportunity action is being phased out and does not use the opportunity that triggered the workflow or one found earlier. Prefer Create Opportunity plus Update Opportunity.

Good to know: Allow duplicates for businesses with repeat purchases, but keep them off for single-sale pipelines.