Workflow Action - Remove Opportunity

Modified on: Tue, 11 Mar, 2025 at 9:34 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The "Remove Opportunity" action allows you to delete an opportunity associated with a contact. This action helps keep your pipeline clean by removing opportunities that are no longer relevant. With the latest enhancements, you now have more flexibility in selecting which opportunity to remove:

Opportunity that triggered the workflow
Opportunity found in a preceding “Find Opportunity” step
All opportunities linked to the contact

This allows for more precise control over opportunity management in your sales workflows.

Action Name

Remove Opportunity

Action Description

When triggered, the Remove Opportunity action deletes the specified opportunity (or opportunities). Depending on your selection, it can remove the opportunity that triggered the workflow, an opportunity identified by a Find Opportunity step, or all opportunities linked to the contact in a given pipeline. Once removed, the opportunity is no longer visible, so use this action with caution.

Action Details

Value Name	Description	Mandatory
Action Name	A unique label to help you identify this step in your workflow (e.g., “Remove Opportunity”).	Yes
Opportunity to Be Removed	Defines which opportunity(ies) to remove. Options may include: <ul><li>All opportunities in a specified pipeline.</li><li>Opportunity that triggered this workflow (if the workflow was started by an opportunity).</li><li>Opportunity found via a preceding Find Opportunity step.</li></ul>	Yes
Pipeline (if removing all)	If you choose to remove all opportunities, specify the pipeline from which these opportunities will be removed.	Yes (only if removing all)

Important:
Once an opportunity is removed, it can be restored within a maximum of 2 months.
If selecting “All opportunities linked to the contact”, every opportunity associated with that contact is removed from the system.

Example

If a contact is no longer interested in proceeding with a business deal or a project has been canceled, you can use this action to automatically remove their opportunity from the pipeline, ensuring your pipeline remains up to date with only active opportunities.

Suggested Triggers

Here are some suggested triggers to pair with the "Remove Opportunity" action:

Tag Added: When a tag indicating disinterest or project cancellation is added to the contact, automatically remove their opportunity from the pipeline.
Form Submission: If a customer submits a form indicating they are no longer interested, use this trigger to remove the opportunity.
Appointment Cancelled: If a key appointment related to the opportunity is canceled, the opportunity can be removed from the pipeline automatically.
Opportunity Status Change: If the opportunity is moved to a "Lost" status, the workflow can trigger this action to remove the opportunity entirely.

Additional Notes

Use this action to keep your pipelines clean and free from irrelevant or outdated opportunities.
Once an opportunity is removed, it can be recovered within a maximum of 2 months however only individually and not in bulk, so use this action carefully.