Tracking and managing opportunities efficiently is key to maintaining a streamlined sales process. The Pipeline Stage Changed Workflow Trigger automates actions when an opportunity moves from one stage to another, ensuring timely follow-ups, notifications, and updates. This guide will walk you through what this trigger does, its benefits, and how to configure it for optimized pipeline management.
Pipeline Stage Filter
The Pipeline Stage filter triggers workflows when an opportunity moves to a specific stage within a pipeline. This allows businesses to automate actions based on stage transitions, ensuring timely follow-ups, task assignments, or notifications as opportunities progress. Users can define which stage transition should activate the workflow, making it easier to manage leads and track sales pipeline movements efficiently.
Status Filter
The Status filter triggers workflows based on the current status of an opportunity. This ensures that automation is executed when an opportunity reaches a specific stage in the sales process, helping teams track and manage their pipeline effectively. Users can select from the following status options:
- Open: The opportunity is still active and in progress.
- Won: The deal has been successfully closed.
- Lost: The opportunity was not converted into a sale.
- Abandoned: The opportunity is no longer being pursued
Defining Workflow Actions
Once the trigger is set, define the actions that should follow when an opportunity changes stages.
- Send a Notification: Notify the assigned sales rep about the stage change.
- Update Opportunity Details: Modify fields such as status, priority, or tags automatically.
- Create a Follow-Up Task: Assign a task to the sales team to reach out to the prospect.
- Trigger Another Workflow: Activate additional workflows based on opportunity progression.
- Send an Email to the Contact: Automate customer communication based on pipeline movement.