Action - Create Opportunity

The Create Opportunity action is used to generate a new opportunity within a specified pipeline and stage. It can automatically populate details such as the opportunity name, source, and status.

This action is particularly useful for businesses looking to streamline their lead-to-opportunity process by automatically creating opportunities whenever specific workflow conditions are met.


In This Article:

Action Description

When triggered, the Create Opportunity action adds a new opportunity record to your CRM or sales pipeline.

You can configure various fields—like the pipeline, pipeline stage, opportunity name, and source—to ensure the newly created opportunity fits seamlessly into your existing sales process.

You also have the flexibility to control whether duplicates are allowed, based on contact ID. If a contact already has an existing opportunity and duplicates are disabled, no new opportunity will be created for that contact.

Action Details

There are a number of settings and options configured in the Create Opportunities panel and and can be accessed from the settings of the action in a workflow either when first adding the action or by clicking on the action that has already been added in the workflow.


To add your first field, click the Add Field Button under the Duplicate Opportunity heading. Some fields can use custom values which can be accessed by clicking on the tag icon on the right side of the input box.

Example Create Opportunity Settings


Value Name

Description

Mandatory
Action Name A unique label for identifying this step in your workflow. Yes
Pipeline The existing pipeline where the new opportunity will be created (e.g., “Projects,” “Sales,” etc.). Yes
Pipeline Stage The stage within the chosen pipeline in which to place the newly created opportunity (e.g., “New Lead,” “Qualification”). If left blank, it defaults to the first stage in the selected pipeline. No
Opportunity Name The name of the new opportunity. If left blank, it defaults to the contact’s name (if available). You can also dynamically generate this from custom values and fields (e.g., {{contact.first_name}} ). No
Opportunity Source Indicates where the opportunity originated (e.g., “Website,” “Referral,” “Event”). If left blank, there is no default source; it simply remains empty. No
Status The status of the newly created opportunity (e.g., “Open,” “New,” “Pending”). If left blank, it defaults to “Open.” No
Duplicate Opportunity Enables or disables the creation of a new opportunity if one already exists for the same contact ID. When disabled, no new opportunity is created if one is already linked to that contact. NA
Opportunity Value A numerical field representing the potential monetary value of the opportunity. If left blank, it defaults to 0. No
Ownership Settings Depending on your Opportunities & Pipelines settings, the opportunity owner may automatically become the contact’s owner, or remain unassigned. This behavior can be toggled in your system’s “Customize opportunity settings.” No
Other Custom Fields Any additional custom fields you want to populate when creating the new opportunity. Most fields allow custom values to be selected or entered. No

Edge Cases

  • Missing Contact Fields: If the contact does not have a first or last name, the system will attempt to use any available contact identifier (e.g., email) for the Opportunity Name.
  • No Contact Present: If there is 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.

  1. Trigger: A contact submits a “Project Inquiry” form.
  2. 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.

To update an existing opportunity, visit the Action - Update Opportunity article.

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