You can automate lead actions based on when opportunities change. That means that you can send someone an email when a field on their opportunity has been modified.
This allows you to incorporate your sales process in automation and create quick follow-ups when leads are at a certain point.
This article will provide information on opportunity fields in automation.
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Automation with Opportunity Fields
Opportunity automation fields allow you to schedule resulting actions to either only the primary contact on the opportunity or all contacts on the opportunity. Opportunity triggers can be found in both visual workflows and opportunity workflows. To learn more about how automations work, read our Creating Visual Workflows or Creating Opportunity Workflows article.
The Opportunity category supports the following triggers:
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The following rules are available as triggers and filters:
- has the field
- is assigned to owner
- has a contact added
- has the status
- has the stage
Has the Field
The has the field rule creates automations based on when specific opportunity fields change. This rule can be used as either a trigger or filter.
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The has the field rule includes the following system opportunity fields:
- Amount
- Close Date
- Probability
- Custom Fields
Is Assigned To Owner
The is assigned to owner rule checks to see if the opportunity is assigned to any owner, or if the opportunity is assigned to specific owners. This rule can be used as either a trigger or filter. Owners are selected from a drop-down list of all available owners.
In addition to assigned to owner, the is not assigned to owner option is also available. However, is not assigned to owner can only be used as a filter.
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Has Contact Added
The has a contact added to rule allows you to schedule actions based on when a contact is associated with an opportunity. This rule will only schedule actions to the lead that is added to the account. This rule can be used as a trigger or filter.
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Has the Status
The has the status rule allows you to set actions based on when an opportunity has a particular status. This rule can be used as a trigger or filter.
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Has the Stage
The has the stage rule allows you to set actions based on when an opportunity has a particular pipeline stage. This rule can be used as a trigger or filter.
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