> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/relate/automation-flows/actions/automation-flow-how-to-create-opportunities-at-different-stages-in-the-crm-funnel.md).

# Automation Flow - How to Create Opportunities at Different Stages in the CRM Funnel

Automating the creation of opportunities in the CRM is an efficient way to optimize the sales process and ensure that each contact is directed to the correct stage of the funnel. In this article, we will show how to set up an automation flow that automatically creates opportunities in specific stages, according to the contact's answers in a form.

#### Purpose

Our goal is to make it so that, when filling out a form, the contact is automatically inserted into an automation flow that will check the value of a custom field and create the opportunity in the corresponding stage of the funnel.

{% embed url="<https://youtu.be/9xEgY9aKSvE>" %}

### Create a Contact Custom Field

The first step is to create a custom field. This field will be responsible for storing the value that will determine in which stage of the funnel the opportunity will be created.\
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If you have not yet created your contact custom field, we recommend following the step-by-step guide in this article: [contact custom field](/en/topics/system-settings/fields/custom-field-contacts.md).

For example, the field can be called “Interest,” and the possible values can be:

* Interest in Product A
* Interest in Product B
* Interest in Product C
* Interest in Product D

These values will be used later in the automation conditions.

### Create the Automation Flow

Now, let's set up the flow that will make all the logic work. The flow will consist of 4 condition blocks and 4 action blocks.\
\
If you haven't created your flow yet, check out this article: [How to create an automation flow](/en/topics/relate/automation-flows.md).

#### Flow Structure:

1. Each condition block checks the value of the contact's custom field.\
   Example: “If the Interest field equals Product A.”
2. The corresponding action block creates the opportunity in the specific stage of the funnel.\
   Example: “Create opportunity in the Prospecting stage.”

So, if the contact selects “Product B” in the form, the flow will identify this condition and automatically create the opportunity in the stage configured for that product.

### Create the Form

Next, we need to create a form that will be the lead entry point.\
\
If you still don't know how to create a form, see this article: [How to create a form](/en/topics/convert/forms/forms-initial-settings/forms-form-creation.md).

In the form, include the custom field created earlier.\
During setup, map the field so that the value selected by the lead matches exactly the CRM custom field.

### Connect the Form to the Automation Flow

After finishing the form, it's time to integrate it with the flow.

In the form actions, add the “Change automation flow” action and select the flow you created earlier.

That way, as soon as the contact submits the form, the system:

1. Automatically starts the automation flow;
2. Checks the value of the custom field;
3. Creates the opportunity in the corresponding stage of the funnel.

### Final Result

With this setup, the entire process becomes automatic:

* The lead fills out the form;
* The system identifies the interest;
* The opportunity is created in the correct stage of the funnel, with no need for manual intervention.

This automation saves time, reduces errors, and ensures that leads are correctly classified from the first contact.

#### Extra Tip

You can expand this logic by creating new conditions and actions for different products, services, or funnel stages, making your sales process even smarter and more personalized.

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