Workflow Trigger: Opportunity Created

The Opportunity Created workflow trigger in BILT seamlessly integrates the lost reason filter into key triggers and actions, providing greater flexibility and efficiency in sales automation. Triggers when a new opportunity is created, it's useful for initiating sales processes or follow-ups.

How to Use the Opportunity Created Workflow Trigger

Step 1: Start a new workflow or edit an existing one

• Navigate to the workflow section within BILT platform and either create a new workflow or select an existing one to edit.
  

  

Step 2: Creating and Editing the Trigger

• Click on "Add New Workflow Trigger" to initiate the trigger setup process.

• Select "Opportunity Created" from the available triggers in the menu.

• Optionally, modify the display name of the trigger for easier identification within the workflow builder.
  
  

  

• Under Filters, define the specific conditions for triggering the workflow, such as the lost reason filter.
  

  

• Customize filters as needed to target specific opportunities.

• Utilize the lost reason filter available in other triggers like Opportunity Changed, Status Changed, Stale Opportunities, and Pipeline Stage Changed.
  
  For Opportunity Changed, you can also filter based on the Lost reason update as follows:
  

  

• Save the trigger to finalize the setup.

Step 3: Set up applicable Workflow Action(s)

• After setting up the trigger, define the actions that should be automated based on the opportunity created event.

• Choose from a variety of workflow actions available within BILT.

• Configure each action according to your specific requirements to streamline follow-up processes or resource allocation.

• Utilize the lost reason filter in Create/Update Opportunity actions and If/Else operators to enhance workflow customization.
  

  

NOTE:We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles for more information on setting these up.

Step 4: Save and Test the Workflow

• Press "Save" in the top right corner of your browser to save the workflow.

• If ready, enable the workflow by setting the toggle switch to "Publish."

• Test the workflow using the "Test Workflow" button to ensure it is set up correctly and functioning as intended.
  
  
  

  

  
  
  NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Benefits:

• Targeted Follow-Up: 

• Create personalized follow-up strategies based on specific reasons for opportunity loss, increasing re-engagement success.

• Problem-Solving Precision:

• Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.

• Focused Resource Allocation:

• Allocating resources to primary loss factors optimizes efficiency, fueling strategic growth.