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Workflow Trigger: Opportunity Changed

Managing opportunities effectively is crucial for keeping your sales pipeline organized and efficient. The Opportunity Changed workflow trigger in Stack automates actions whenever an opportunity record is updated, ensuring you respond in real-time to changes. Unlike the Opportunity Status Changed trigger, which only tracks status updates, this trigger covers a broader range of modifications, such as lead value adjustments, stage movements, reassignments, and custom field updates. This guide will explore its benefits, setup process, and best practices to help you streamline your CRM automation.

Table of Contents​

What is the Opportunity Changed Workflow Trigger?​

The "Opportunity Changed" workflow trigger in Stack automates actions when any changes occur in an opportunity record. Unlike the "Opportunity Status Changed" trigger, which only tracks status updates, this trigger can respond to a wider range of modifications, such as updates to lead value, pipeline stage, assignment, or custom fields. This flexibility helps businesses streamline workflows and maintain real-time accuracy in their CRM.

Key Benefits of the Opportunity Changed Workflow Trigger​

  • Comprehensive Tracking: Automate actions based on any change in an opportunity, not just status updates.
  • Real-Time Notifications: Notify team members immediately when an opportunity is updated.
  • Enhanced CRM Accuracy: Ensure automated record-keeping and data consistency.
  • Improved Sales Pipeline Management: Trigger follow-ups or task assignments when opportunities are modified.
  • Customizable Automation: Apply workflow filters to tailor automation for specific opportunity changes.

Configuring the Opportunity Changed Trigger​

Setting up this trigger allows businesses to automate workflow actions based on updates to opportunities in the CRM. Follow these steps:

Step 1: Access the Workflows Builder​

Log in to your Stack account, navigate to Automations > Workflows, and either create a new workflow or open an existing one.

Step 2: Add the "Opportunity Changed" Trigger​

Click + Add New Trigger, then search for Opportunity Changed in the list of available triggers. Once found, select it to proceed with the configuration.

Step 3: Naming the Trigger​

Give your trigger a clear and descriptive name that reflects its purpose. A well-named trigger makes it easier to identify workflows, especially when managing multiple automations within the system.

Step 4: Applying Filters​

Filters help fine-tune your workflow so it only triggers when specific changes happen to an opportunity.

  • Assigned To Filter: Triggers the workflow when an opportunity is reassigned to a different team member. This is particularly useful for sales and support teams that manage leads collaboratively.

  • Has Tag Filter: Allows you to trigger a workflow based on tags assigned to an opportunity, ensuring automation is only activated when an opportunity contains a specific tag.

  • In Pipeline Filter: Triggers the workflow when an opportunity undergoes a change within a specific pipeline, allowing for more targeted workflow execution.

  • Lead Value Filter: Activates a workflow when the monetary value of an opportunity changes, enabling actions based on potential revenue updates.

  • Lost Reason Filter: Automates workflows when an opportunity is marked as Lost and a reason is assigned, helping track and respond to lost deals strategically.

  • Status Filter: Allows workflows to trigger based on the current status of an opportunity, ensuring actions are executed when an opportunity reaches a specific stage in the pipeline.

Step 5: Set Up Workflow Actions​

Once the trigger is set up, define the actions such as:

  • Send Email or SMS Notification: Notify sales reps about opportunity updates.
  • Assign a Task: Automatically create a follow-up task in the CRM.
  • Update Contact Record: Modify customer details based on opportunity changes.
  • Trigger Another Workflow: Link this trigger with other workflows for advanced automation.

Step 6: Save, Test, and Publish​

  1. Click Save Trigger to finalize settings.
  2. Run a test to ensure the workflow functions correctly.
  3. Once verified, click Publish to activate the automation.

Frequently Asked Questions​

Q: How is this different from the "Opportunity Status Changed" trigger?
A: The "Opportunity Changed" trigger tracks any change within an opportunity, including assignment, lead value, pipeline, and custom fields. "Opportunity Status Changed" only activates when an opportunity’s status (e.g., Open, Won, Lost) is modified.

Q: Can I set multiple filters for a single workflow?
A: Yes! You can combine multiple filters, such as tracking only high-value leads that are reassigned to a senior sales rep.

Q: How do I test if my workflow is working correctly?
A: After setting up the trigger, manually update an opportunity and check if the workflow executes the expected actions. Review workflow logs to troubleshoot any issues.

Q: Does this trigger work with opportunity custom fields?
A: Yes! You can configure the trigger to activate when specific custom fields are updated within an opportunity record.