The opportunity tab helps you keep track of your customer's journey, and when changes happen, it becomes crucial in your acquisition process to follow up with those changes. This trigger will help you create workflows to automate any actions you need to happen immediately upon a change.

Adding Your Trigger

You can find this trigger in the Opportunities section of your workflow triggers. To add it, simply click “+ Add New Trigger” and select it.

Workflow Trigger Name 

Update the name that will be displayed in the builder.

Filters

Define the contacts that should be added to the workflow by including filters based on the desired criteria. The main filter for this trigger will be:

Assigned To

Select “Assigned To” from the Filters dropdown to limit the trigger to contacts assigned to a specific user.

Has Tag

This filter lets you limit the workflow triggering to only contacts with the select tag added to them.

In Pipeline

Select “In Pipeline” from the Filters dropdown to limit the workflow to opportunities from a single pipeline.

After adding this filter, you can also click Add filters and select “Pipeline Stage” for extra precision, limiting the contacts that trigger the workflow.

Lead Value

Select “Lead Value” from the Filters dropdown. Next, you will need to choose your operator. Finally, select the amount you want to trigger or exclude from your workflow.

Lost Reason

Select “Lost Reason” from the Filters dropdown. Next, you will need to choose your operator. Finally, if using “Has Changed To,” select the reason you want to trigger or exclude from your workflow.

Status

Select “Status” from the Filters dropdown. Next, you will need to choose your operator. Finally, select the status you want to trigger or exclude from your workflow.

Once you are satisfied with your selections, click “Save Trigger” to establish your changes.

There you have it, following up with opportunity changes has never been easy. Use this trigger and its filters to automate your opportunity management, leading to more efficient acquisitions and improved customer care.