Automations Automation for creating a new opportunity when a new contact is created
Hello everyone, I am very very new with this cloud service so please pardon me for asking question which may not make sense. I am trying to create an automation for creating a new opportunity when a new contact is added. Not sure if possible or not and if yes how to do it. Any kind of help will be highly appreciated. Thanks
I'm Thiago Neres, Product Marketing Manager for Automations.
Jagdish, could you give a specific example or use case of how you intend to use this automation? I believe we don't support the ability to create new opportunities in Sales & Success Center, but that's good feedback for our team.
@Heather Eakins - The link that Louis shared will give you some ideas, but I just want to let you know that our product team is working on Automations templates that will live in the platform. In a few weeks, you'll see templates that you can easily copy and edit to help you save time and become more efficient.