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How to create or move an opportunity automatically in a workflow

In the workflow, click the + and choose Create/Update Opportunity. Pick the pipeline and stage, give the opportunity a name and value, and save. If the contact already has an opportunity in that pipeline, the same action moves it to the chosen stage.

Updated on

Before you start

  • The pipeline and its stages must exist in Opportunities › Pipelines.
  • The workflow needs a contact (for example, it starts with a form submission or a new contact).
Where to find it

Automation › Workflows › (open the workflow) › + › Create/Update Opportunity

Step by step

Create the opportunity

  1. Open the workflow and click the + where you want to create the opportunity.
  2. Choose Create/Update Opportunity.
  3. Select the pipeline (for example, "Sales").
  4. Select the stage where the opportunity should go (for example, "New lead").
  5. Enter the opportunity name. You can use custom fields, like the contact's name.
  6. Optionally fill in the value, the status (open, won, lost) and the assigned user.
  7. Click Save Action.

Move the opportunity later in the workflow

  1. Further down the workflow (for example, after a booking or a payment), click the + and choose Create/Update Opportunity again.
  2. Select the same pipeline and the new stage (for example, "Appointment booked").
  3. Click Save Action. When the contact reaches this step, the existing opportunity moves to that stage.

Finish up

  1. Click Save and publish the workflow.
  2. Test with a contact and check in Opportunities that the opportunity shows up in the right stage.

Tips

  • To start workflows from opportunity changes, use the opportunity triggers (for example, Pipeline Stage Changed or Opportunity Status Changed).
  • In workflows with opportunity triggers, the Allow multiple opportunities setting decides whether a contact enters once per opportunity or only for the first one.
  • Pair this action with an internal notification to the owner so no new opportunity gets missed.

Common problems

  • Duplicate opportunities are being created for the same contact → The workflow is running several times (re-entry on or several triggers) or the action's options allow duplicates. Review the action's options and Allow Re-entry in settings.
  • The opportunity doesn't change stage → The action points to a different pipeline. Use the same pipeline the opportunity is in.
  • My pipeline isn't in the list → It hasn't been created yet or was renamed. Check in Opportunities › Pipelines.
  • The action fails in the logs → A required field is missing (pipeline, stage or name) or the workflow is running without a contact. See the error message in Execution Logs.

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