Workflow Triggers: Opportunity Triggers
This article will delve into two essential workflow triggers that the CRM has introduced: "Opportunity Created" and "Opportunity Changed".
The Significance of Opportunity Triggers
Every business that uses a CRM system heavily relies on opportunities. These represent potential sales or deals that the company can close. Therefore, tracking and managing these opportunities effectively is crucial. With the introduction of opportunity-specific triggers, businesses can now initiate specific automated actions every time an opportunity is created or modified. This not only enhances productivity but also ensures that no potential deal slips through the cracks.
"Opportunity Created" Trigger
Usage Cases:
As the name suggests, the "Opportunity Created" trigger activates the moment a new opportunity is added to the CRM. This can be immensely useful in several scenarios:
Instant Notification: Every time a new opportunity is created, relevant team members can receive instant notifications. This ensures prompt action and reduces the response time.
Automatic Assignments: Based on certain conditions, such as the type of opportunity or its potential value, the CRM can automatically assign it to the appropriate team or member.
Initiating Follow-up Actions: As soon as an opportunity is created, the system can schedule follow-up emails or calls, ensuring that potential clients are engaged from the get-go.
Step-by-step setup:
Navigate to Workflows: Open the CRM and head to the Automations> 'Workflow' section. Create a new Workflow and Start from Scratch.
Select 'Opportunity Created' Trigger: Find and click on 'Opportunity Created.' This trigger runs when a new opportunity is added.
Add Filters (Optional):
After selecting the trigger, you have the option to add filters to further specify when the workflow should run.
For instance, if you want the workflow to run only for opportunities assigned to a particular user, you can use the 'Assigned to' filter.
Other filter options include 'Has Tag', 'In Pipeline', 'Lead Value', and 'Status'. You can also add in Filters for Opportunity or Contact Custom fields.
Set Actions: Define what actions should be taken once this trigger is activated. This could range from sending an email, updating a record, or any other available action in the CRM.
Save Workflow: Once you're satisfied with the setup, save the workflow.
"Opportunity Changed" Trigger
Usage Cases:
The "Opportunity Changed" trigger, on the other hand, comes into play when there's a modification in an existing opportunity. This is especially handy to keep track of the progression of an opportunity or if there are any alterations in its details:
Status Updates: If the status of an opportunity changes, say from "New" to "In Progress", specific actions like sending out an update email can be initiated.
Reassignment: If details of an opportunity change, making it more suitable for another team or member, the CRM can automatically reassign it.
Data Integrity: Any time there's a modification in the opportunity, the system can perform a check to ensure data consistency and accuracy.
Step-by-step setup:
Navigate to Workflows: Open the CRM and head to the Automations> 'Workflow' section. Create a new Workflow and Start from Scratch.
Select 'Opportunity Changed' Trigger: Find and click on 'Opportunity Changed.' This trigger will run when any existing opportunity undergoes a change.
Add Filters (Optional):
After selecting the trigger, you have the option to add filters to further specify when the workflow should run.
For instance, if you want the workflow to run only for opportunities assigned to a particular user, you can use the 'Assigned to' filter.
Other filter options include 'Has Tag', 'In Pipeline', 'Lead Value', and 'Status'. You can also add in Filters for Opportunity or Contact Custom fields.
Set Actions: Define the actions that should be taken when this trigger is activated.
Save Workflow: Ensure you save the workflow after setting it up.