Workflow Action: Create/Update Opportunity

Overview

The "Create or Update Opportunity" action in your Stack automation workflow is designed to efficiently manage opportunities within your sales pipeline. This feature allows you to automatically create or update opportunities based on predefined criteria, ensuring a streamlined and organized sales process.

Action Name

Create Opportunity

Action Description

The "Create or Update Opportunity" action is used to create a new opportunity or update an existing one within a selected pipeline and stage. This action is essential for tracking leads and managing potential sales through various stages of your sales process.

Note: This action does not automatically update the opportunity that triggered the workflow, nor does it utilize any opportunity found by a prior "Find Opportunity" action.

Action Details

Here are the details for configuring the "Create or Update Opportunity" action:

Value Name	Description	Mandatory
Action Name	The name you assign to this action for easy identification in your workflow.	Yes
In Pipeline	The specific sales pipeline where the opportunity will be created or updated.	Yes
In Pipeline Stage	The stage within the selected pipeline where the opportunity will be placed.	Yes
Opportunity Name	The name assigned to the opportunity for easy identification.	Yes
Opportunity Source	The source of the opportunity, indicating where the lead came from.	Yes
Lead Value	The estimated value of the lead (optional).	No
Status	The current status of the opportunity (e.g., open, closed).	Yes
Allow Opportunity to Move to Any Previous Stage in Pipeline	Allows the opportunity to be moved to any previous stage in the pipeline if needed.	No
Allow Duplicate Opportunities	Allows the creation of duplicate opportunities if a similar opportunity already exists.	No

Important Note

• Deprecation: The "Create or Update Opportunity" action is being phased out. It's recommended to use the separate "Create Opportunity" or "Update Opportunity" actions for more granular control and additional features.

• No “Find Opportunity” or Triggered Opportunity Support: This action operates independently and does not update the opportunity that triggered the workflow nor use any opportunity found via a "Find Opportunity" action.

Example: Managing New Leads from a Calendar Appointment Funnel

Scenario

Your business wants to create an opportunity in the sales pipeline whenever a new lead comes in from the calendar appointment funnel. This ensures that every lead is tracked and managed effectively through your sales process.

Solution Using the "Create or Update Opportunity" Action

• Trigger: The workflow starts when a new lead is generated from the calendar appointment funnel.

• Action 1: Use the "Create Opportunity" action to create a new opportunity in the pipeline.

Steps to Implement

1. Add the "Create Opportunity" action to your workflow to be triggered when a new lead is generated.
2. Set the Action Name to "Create Opportunity".
3. Select the appropriate sales pipeline from the In Pipeline dropdown (e.g., "YOUR PROMOTION Pipeline").
4. Choose the initial stage for the opportunity from the In Pipeline Stage dropdown (e.g., "New Leads").
5. Set the Opportunity Name to something descriptive, such as "Deal 251 Opportunity".
6. Define the Opportunity Source to indicate where the lead came from, e.g., "Lead from Calendar Appointment Funnel".
7. Optionally, fill in the Lead Value if you have an estimated value for the lead.
8. Set the Status to "open".
9. Configure additional settings as needed:
   • Enable Allow Opportunity to Move to Any Previous Stage in Pipeline if you want the flexibility to move opportunities backward.
   • Enable Allow Duplicate Opportunities if your process allows for creating duplicates.

Outcome

This automation ensures that every new lead from the calendar appointment funnel is automatically tracked as an opportunity in your sales pipeline. This helps organize and manage your sales process effectively, ensuring no lead is overlooked.