Workflow Action: Create/Update Opportunity

The Create/Update Opportunity Workflow Action allows you to set up a workflow that will automatically create or update an opportunity in a selected pipeline for any contacts that get added to the workflow. This article will give an overview of how to create a workflow using the Create/Update Opportunity Workflow Action

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Create/Update Opportunity Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Create/Update Opportunity Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Create/Update Opportunity in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Under In Pipeline select which pipeline you want to create or update an opportunity in

• Under In Pipeline Stage select which stage you want to create or update an opportunity in

• You can add an Opportunity Name, Opportunity Source, and Lead Value based on whatever information will be relevant to include in the new or updated opportunities.

  • You can use Custom Values in these text boxes by clicking on the tag icon to the right of each text box

• Select which Opportunity Status you want to apply to this action. You can select from open, won, lost, and abandoned

• Select the toggle switch if you want to allow opportunities to move to any previous stage in the pipeline if applicable

• Select the toggle switch if you want to allow duplicate opportunities

  • Generally, this is not recommended, but you may want to allow this depending on the desired function of this workflow

• Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your Workflow is set up and ready to go with the Create/Update Opportunity Workflow Action!