Create a sales opportunity

Create a sales opportunity adds a new opportunity to the CRM on the account in scope. You select the pipeline and stage, name the opportunity, and optionally fill in additional CRM fields. The new opportunity's ID is available to downstream steps. This action is available on account-scoped triggers.

How it works

1. The automation reaches the Create a sales opportunity step with an account in scope
2. The step creates an opportunity record using the pipeline, stage, name, and any additional fields you configured
3. The opportunity is associated with the company and/or contact currently in scope
4. The new opportunity ID is returned as an output for downstream steps
5. The automation continues to the next step

Set up the action

1. Open the automation builder and add a new step
2. Under Sales, select Create a sales opportunity
3. Configure the fields:

Field	Required	Description
Opportunity name	Yes	The name for the new opportunity. Supports dynamic content from previous steps.
Pipeline	Yes	The sales pipeline to create the opportunity in.
Stage	Yes	The initial pipeline stage. Defaults to the first stage in the selected pipeline.
Additional CRM fields	No	Click Add field to select and populate additional opportunity fields (e.g., expected close date, probability, assigned salesperson, line items).

tip

Use Add dynamic content in the opportunity name and CRM fields to pull values from previous steps — for example, include the company name or trigger data in the opportunity name.

Outputs

After the step runs, one value is available to downstream steps:

Output	Description
opportunity_id	The ID of the newly created CRM opportunity.

Reference this output in later steps using Add dynamic content and selecting this step's opportunity_id.

Tips

• A company or contact must be in scope — the opportunity is associated with whatever entity the trigger or a preceding lookup step brought into context. If neither exists, the step will fail.
• Each run creates a new opportunity — this action does not check for duplicates. If you want to avoid creating duplicate opportunities, add an If/else branch that checks for existing opportunities first.

Related resources

• Actions overview — Browse all available actions
• Logic & flow control — If/else branches, delays, and jump steps
• Find company — Bring a company into scope before creating an opportunity
• Creating and configuring automations — Build and configure workflows