Creating Opportunity Automation Based on Pipeline Stage Changes

Article Contents

• Creating Opportunity Workflows
• Entering Opportunity Workflow Content
• Creating Stage Change Lists
• Special Considerations

You can create pipeline automation using a visual workflow that is based on when a stage changes.

To create stage change automation, do the following: 

1. Click Automation > Visual Workflows in SharpSpring's left toolbar.
2. Click Create > Opportunity Workflow.
3. Enter a name for the workflow.
4. Click OK.

Once you have created an opportunity workflow, you will need to enter workflow content. 

To enter opportunity workflow content, do the following:

1. Click Automation > Visual Workflows in SharpSpring's left toolbar.
2. Create an opportunity workflow.
3. Click + Add > Trigger under Start or an applicable branch.
4. Click has the stage under Opportunity.
5. Enter the name of the desired pipeline in the Pipeline field.
6. Enter the name of the stage that the opportunity is in originally in the Stage field.
7. Select either of the following operators from the Comparison menu:
   • exactly
   • not equal
8. Select either of the following scheduling actions:
   • Only schedule actions to the opportunity's primary contact
   • Schedule actions to all the contacts on the opportunity
9. Click OK.
10. Complete the workflow with other triggers, filters, actions, or delays.
11. Set the workflow toggle to Active.

Refer to the following help articles for more information on actions and how to structure visual workflows:

• Automation Overview
• Understanding Visual Workflow Branching
• Creating Visual Workflows
  

You can also create pipeline automation using a rules-based list that is based on when a stage changes.

To create stage change lists, do the following:

1. Click Lists in SharpSpring's left toolbar.
2. Create or edit a rules-based list.
3. Click the Create Rule button.
4. Select has the stage under Opportunity Actions.
5. Select the desired pipeline in the Pipeline drop-down menu.
6. Select the desired stage in the Stage drop-down menu.
7. Optionally, click the Only schedule actions to the Opportunity's primary contact checkbox.
8. Complete the list with other triggers and filters.
9. Click Save.