Add Opportunities Automatically (Lead added to Campaign)

In this article, you will learn hows to create an opportunity when a lead is added to a campaign.


Step 1

Go to "Triggers"

Step 2

Click on "New Basic Rule"

Step 3

Under "Choose a Trigger" Select "Added to Campaign"

Step 4

Click on "Add Filter"

Step 5

Under "Define filters" Select "In campaign"

Step 6

Under "Select campaign" Select Your Campaign

Step 7

Click on "+ Add action"

Step 8

Under "Choose a action" select "Add Opportunity"

Step 9

Under "Select Pipeline" select your pipeline

Step 10

Under "Select Stage" select your desired stage

Step 11

Click on "Draft" and select "Activate"

Step 12

Give your trigger a name

Note: Make sure you name your trigger something very detailed to make it easier to find.

You are now ready to start converting leads to opportunities.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us