The Create/Update Opportunity workflow action lets you create a new opportunity or update an existing one in the pipeline you select. It automates opportunity status changes based on a workflow trigger, so you no longer need to move contacts to new opportunities manually.

In the workflow builder, choose a suitable Trigger. Click the "+" icon to search for and add the "Create/Update Opportunity" action.

Configure Action

In Pipeline

Start by selecting the pipeline where you want to create or update the contact's opportunity.

In Pipeline Stage

Next, choose the appropriate stage in the pipeline where the contact's opportunity should be placed. Use the dropdown to select the correct stage.

Opportunity & Lead Value

  • Opportunity Name: Provide a name for the opportunity. This could be the contact's name, their company name, or another identifier that suits your workflow.
  • Opportunity Source: Fill in the opportunity's source, such as "Call," "Organic Lead," "Facebook," or "Google." This helps you track how the contact entered your workflow.
  • Lead Value: Enter the lead value here. This should reflect the value of the product or service your client is interested in.

Opportunity Status, Stages & Duplication

Choose the status you want to assign to the contact: Open, Won, Lost, or Abandoned.

  • Allow Opportunity to Move to Any Previous Stage: Enabling the Allow Opportunity to Move to Any Previous Stage in Pipeline option gives you the flexibility to move the contact back to earlier stages when needed.
  • Allow Duplicate Opportunities: If your workflow involves a single contact needing multiple opportunities in the same pipeline, enable Allow Duplicate Opportunities. This lets you create or update multiple opportunities for the same contact without conflict.

📌NOTE: Both options cannot work at the same time. You can either create a new Opportunity for the same contact using Allow Duplicate, or allow an existing Opportunity to move backward in the Pipeline.

Save Action

Remember to save the action once you've finished configuring it.

Once configured and saved, this action helps keep your opportunities accurate and organised, reducing manual effort and improving efficiency across your sales process.