The opportunities tab helps you keep track of your customer's journey. When changes happen, following up quickly becomes a key part of your acquisition process. This trigger lets you build workflows that automate actions the moment an opportunity changes.
Adding Your Trigger
You'll find this trigger in the Opportunities section of your workflow triggers. Click "+ Add New Trigger" and select it.
Workflow Trigger Name
Update the name that will be displayed in the builder.
Filters
Use filters to define which contacts enter the workflow. The main filters for this trigger are:
Assigned To
Select "Assigned To" from the Filters dropdown, then choose an operator to limit the trigger to contacts assigned to a specific user or who have changed hands.
Has Tag
This filter limits the workflow to contacts who have a specific tag applied.
In Pipeline
Select "In Pipeline" from the Filters dropdown, then choose an operator to limit the workflow to opportunities from a specific pipeline or that have moved between pipelines.
After adding this filter, you can click Add filters and select "Pipeline Stage" for extra precision, further narrowing which contacts trigger the workflow.
Lead Value
Select "Lead Value" from the Filters dropdown, choose your operator, then select the amount you want to trigger or exclude from your workflow.
Lost Reason
Select "Lost Reason" from the Filters dropdown, choose your operator, then if using "Equals" or "Has Changed To," select the reason you want to trigger or exclude from your workflow.
Status
Select "Status" from the Filters dropdown, choose your operator, then select the status you want to trigger or exclude from your workflow.
Once you're happy with your selections, click "Save Trigger" to save your changes.
There you have it. Following up on opportunity changes has never been easier. Use this trigger and its filters to automate your opportunity management, leading to more efficient acquisitions and better customer care.