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

Automating the creation of opportunities in the CRM is an efficient way to streamline 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 configure an automation flow that automatically creates opportunities at specific stages based on the contact's responses in a form.

Purpose

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

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 funnel stage the opportunity will be created. If you have not yet created your contact custom field, we recommend following the step-by-step guide in this article: contact custom field.

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 configure the flow that will make all the logic work. The flow will consist of 4 condition blocks and 4 action blocks. If you have not yet created your flow, check this article: How to create an automation flow.

Flow Structure:

1. Each condition block checks the value of the contact's custom field. Example: “If the Interest field is equal to Product A.”

2. The corresponding action block creates the opportunity in the specific funnel stage. Example: “Create opportunity in the Prospecting stage.”

Thus, if the contact selects “Product B” in the form, the flow will identify that 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's entry point. If you do not yet know how to create a form, consult this article: How to create a form.

In the form, include the custom field created earlier. During configuration, 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 funnel stage.

Final Result

With this configuration, the entire process becomes automatic:

• The lead fills out the form;

• The system identifies the interest;

• The opportunity is created in the right funnel stage, without the 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.