Workflow Action - Create Opportunity

Modified on: Tue, 11 Mar, 2025 at 8:21 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The Create Opportunity action is used to generate a new opportunity within a specified pipeline and stage. It can automatically populate details such as the opportunity name, source, and status. You can also enable or disable duplicate opportunity creation based on whether another opportunity already exists for the same contact. This action is particularly useful for businesses looking to streamline their lead-to-opportunity process by automatically creating opportunities whenever specific workflow conditions are met.

Action Name

Create Opportunity

Action Description

When triggered, the Create Opportunity action adds a new opportunity record to your CRM or sales pipeline. You can configure various fields—like the pipeline, pipeline stage, opportunity name, and source—to ensure the newly created opportunity fits seamlessly into your existing sales process. You also have the flexibility to control whether duplicates are allowed, based on contact ID. If a contact already has an existing opportunity and duplicates are disabled, no new opportunity will be created for that contact.

Action Details

Value Name	Description	Mandatory
Action Name	A unique label for identifying this step in your workflow.	Yes
Pipeline	The pipeline where the new opportunity will be created (e.g., “Projects,” “Sales,” etc.).	Yes
Pipeline Stage	The stage within the chosen pipeline in which to place the newly created opportunity (e.g., “New Lead,” “Qualification”). If left blank, it defaults to the first stage in the selected pipeline.	No
Opportunity Name	The name of the new opportunity. If left blank, it defaults to the contact’s name (if available). You can also dynamically generate this from custom values and fields (e.g., `{{contact.first_name}}`).	No
Opportunity Source	Indicates where the opportunity originated (e.g., “Website,” “Referral,” “Event”). If left blank, there is no default source; it simply remains empty.	No
Status	The status of the newly created opportunity (e.g., “Open,” “New,” “Pending”). If left blank, it defaults to “Open.”	No
Duplicate Opportunity	Enables or disables the creation of a new opportunity if one already exists for the same contact ID. When disabled, no new opportunity is created if one is already linked to that contact.	NA
Opportunity Value	A numerical field representing the potential value of the opportunity. If left blank, it defaults to 0.	No
Ownership Settings	Depending on your Opportunities & Pipelines settings, the opportunity owner may automatically become the contact’s owner, or remain unassigned. This behavior can be toggled in your system’s “Customize opportunity settings.”	No
Other Custom Fields	Any additional custom fields you want to populate when creating the new opportunity. Most fields allow custom values to be selected or entered.	No

Edge Cases

Missing Contact Fields: If the contact does not have a first or last name, the system will attempt to use any available contact identifier (e.g., email) for the Opportunity Name.
No Contact Present: If there is no contact associated with the workflow (e.g., inbound webhook without contact data), an opportunity cannot be created.
Duplicate Check: Duplicate logic is based on contact ID, not the opportunity name. If duplicates are disabled and the same contact triggers this action again, no new opportunity will be created.

Example

Scenario: You want to create a new opportunity for every new lead that fills out a “Project Inquiry” form on your website.

Trigger: A contact submits a “Project Inquiry” form.
Action: Create Opportunity
- Action Name: “Create Opportunity”
- Pipeline: “Projects”
- Pipeline Stage: “New Lead”
- Opportunity Name: {{contact.first_name}} - Project Inquiry
- Opportunity Source: “Website”
- Status: “Open”
- Opportunity Value: 0 (if not specified)
- Duplicate Opportunity: Enabled (to allow the same contact to have multiple project inquiries)

When this action runs, a new opportunity is created in the “Projects” pipeline under the “New Lead” stage. If the same contact submits another inquiry and duplicates are enabled, a second opportunity will be created. If duplicates are disabled, only the first opportunity would be created.