You can use the Create a Deal automation to trigger adding a deal card to your sales pipeline after a goal is achieved.
A good example of this use case is a web form or a internal form goal connected to a sequence that includes the Create a Deal process.
How to configure the Create a Deal process
- Next to your When, add a Create a deal item.
- Add a Deal name. This will be visible on your card in the Pipeline. Note that you can add merge fields from the contact record in the deal name
- Add the value for this deal if it is won
- Select the Starting stage in your pipeline for deals created by this automation
- Select an Assigned user for deals created by this automation
(Optional) Check the box to Only create if this contact doesn't already have a deal in this stage. This option can minimize the accidental creation of multiple deal cards for the same deal. - Add an estimated deal value to the Amount field
- Click Save when all fields are complete
- Click Publish to launch this automation. Once published, a new deal will be added to your pipeline whenever the Then is achieved.
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