360° Support Desk Automation - Create Opportunity when Lead sends a specific message

This automation is responsible for creating an opportunity as soon as the lead sends a specific message. Follow the step-by-step:

1) Inside the SAC, click on the automations icon:

2) Create a new automation, set a title for it and configure the following trigger: The contact sends a message > containing > "define the message"

If you want, you can also limit the channels in which you want this automation to work.

3) Add a Create Opportunity Action.

4) Configure the Opportunity however you prefer.

5) Additional settings

You can configure it in the way that best suits you, but I recommend the following:

• No repeats. Limit to the In service status. Only one trigger per contact.

Once done, just save and run the tests.