Workflow Action - Create Opportunity

Overview

The Create Opportunity action in Stack is designed to seamlessly generate a new opportunity within a specified pipeline and stage. It can automatically fill in details such as the opportunity name, source, and status. This feature helps businesses streamline their lead-to-opportunity process by creating opportunities automatically when specific workflow conditions are met. You can also choose to prevent duplicate opportunities for the same contact.

Action Name

Create Opportunity

Action Description

When triggered, the Create Opportunity action adds a new opportunity to your CRM or sales pipeline. You can configure various fields like the pipeline, pipeline stage, opportunity name, and source to ensure the new opportunity integrates smoothly into your sales process. You also have the option to control duplicate creation based on the contact ID. If duplicates are disabled and a contact already has an opportunity, no new one will be created.

Action Details

Value Name	Description	Mandatory
Action Name	A unique label for identifying this step in your workflow.	Yes
Pipeline	The pipeline where the new opportunity will be created (e.g., "Projects," "Sales").	Yes
Pipeline Stage	The stage within the chosen pipeline where the opportunity will be placed (e.g., "New Lead," "Qualification"). Defaults to the first stage if blank.	No
Opportunity Name	The name of the new opportunity. Defaults to the contact's name if blank. You can dynamically generate this using custom values (e.g., `{{contact.first_name}}`).	No
Opportunity Source	Indicates where the opportunity originated (e.g., "Website," "Referral"). Defaults to empty if blank.	No
Status	The status of the new opportunity (e.g., "Open," "New"). Defaults to "Open" if blank.	No
Duplicate Opportunity	Enables or disables the creation of a new opportunity if one already exists for the same contact ID.	NA
Opportunity Value	A numerical field representing the potential value of the opportunity. Defaults to 0 if blank.	No
Ownership Settings	Depending on your settings, the opportunity owner may automatically become the contact's owner or remain unassigned.	No
Other Custom Fields	Any additional custom fields you want to populate when creating the new opportunity.	No

For date fields, you can use custom values like Right Now to add the current date and time to a new opportunity.

Edge Cases

• Missing Contact Fields: If the contact lacks a first or last name, the system will use any available identifier (e.g., email) for the Opportunity Name.
• No Contact Present: If there's no contact associated with the workflow (e.g., inbound webhook without contact data), an opportunity cannot be created.
• Duplicate Check: Duplicate logic is based on contact ID, not the opportunity name. If duplicates are disabled and the same contact triggers this action again, no new opportunity will be created.

Example

Scenario: You want to create a new opportunity for every new lead that fills out a "Project Inquiry" form on your website.

• Trigger: A contact submits a "Project Inquiry" form.
• Action: Create Opportunity
  • Action Name: "Create Opportunity"
  • Pipeline: "Projects"
  • Pipeline Stage: "New Lead"
  • Opportunity Name: `{{contact.first_name}}` - Project Inquiry
  • Opportunity Source: "Website"
  • Status: "Open"
  • Opportunity Value: 0 (if not specified)
  • Duplicate Opportunity: Enabled (to allow the same contact to have multiple project inquiries)

When this action runs, a new opportunity is created in the "Projects" pipeline under the "New Lead" stage. If the same contact submits another inquiry and duplicates are enabled, a second opportunity will be created. If duplicates are disabled, only the first opportunity would be created.