Transition Between Pipeline Stages

Whenever an opportunity transitions to a new stage within a pipeline, the Pipeline Stage Change workflow trigger is activated. This trigger is responsive to the movement of the opportunity card across various stages, ensuring the workflow initiates at every phase.

To begin, click the "Add New Workflow Trigger" button and select "Pipeline Stage Change."

Comprehensive Filtering Options

To refine your trigger, additional filters can be applied. Simply click "Add Filters" and make your selection.

Assigned To

The "Assign To" filter enables the triggering of a workflow when a contact is assigned to a particular user. Choose the relevant team member from the dropdown menu under the "Assigned To" filter.

Tagged Opportunities

The "Has Tag" filter triggers workflows based on specific tags attached to opportunity cards. For example, if an opportunity card with a "Member-exclusive reward" tag advances to a new stage, the workflow will be initiated.

Lead Value

Set a specific lead value and determine the operator to fine-tune the workflow.

Specific Pipelines

The "In Pipeline" filter allows for more precise automation by triggering workflows when an opportunity card transitions within a specified pipeline.

Targeted Pipeline Stages

To further narrow down criteria, the "Pipeline Stage" filter can be utilized. This filter targets a particular stage in the pipeline to trigger a workflow when an opportunity card reaches that stage. For instance, if the "Won Deal" stage is selected within the LinkedIn Prospecting pipeline, the workflow will only activate when an opportunity card reaches that specific stage.

Opportunity Status

Select the desired status—abandoned, lost, or open—to trigger the workflow based on the status filter.