Workflow Action - Find Opportunity

Modified on: Tue, 11 Mar, 2025 at 10:40 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

Overview

The Find Opportunity action allows you to locate an existing opportunity linked to the contact that triggered the workflow, based on specific criteria. You can choose to find either the Earliest (first created) or the Latest (most recently created) matching opportunity for that contact. Once found, this opportunity record becomes the reference for all subsequent opportunity-based actions in your workflow. If no match is found, the workflow branches to an alternate path, enabling you to handle that scenario differently (e.g., create a new opportunity).

Important: If there is no contact in the workflow (for example, in the case of an inbound webhook that does not include contact information), you must configure the Find Opportunity filters to map certain fields to the webhook parameters. Otherwise, the action will not be able to locate an opportunity.

Action Name

Find Opportunity

Action Description

The Find Opportunity action searches for an existing opportunity linked to the contact who entered the workflow, matching the filters you specify. All filters are combined using AND logic, meaning all specified conditions must be met to return a match. If multiple opportunities satisfy these conditions, only one will be returned—either the earliest or the latest, as configured. If no match is found, the workflow continues along a separate “Opportunity Not Found” branch.

Action Details

Value Name	Description	Mandatory
Action Name	A custom label to help you identify this step in your workflow.	Yes
Opportunity to be Found	Determines whether to retrieve the Earliest (first created) or Latest (most recently created) opportunity that meets the filter criteria for the contact entering the workflow.	Yes
Filters	One or more conditions to narrow down the search. <ul><li>All filters use AND logic.</li><li>No limit to the number of filters.</li><li>Filters can reference any standard or custom opportunity field (e.g., Opportunity Name, Followers, Status).</li><li>If there is no contact (e.g., inbound webhook), filters must map certain fields to webhook params.</li></ul>	Yes
Multiple Matches	If multiple records match, only one opportunity is returned—either the earliest or latest, depending on your choice.	—
Branching Behavior	If an opportunity is found, the workflow follows the Opportunity Found path. If no match is found, it follows the Opportunity Not Found path.	—

Example

Scenario: A new lead submits a form, and you want to check if an existing opportunity already exists for that lead. If it does, you update the opportunity; if not, you create a new one.

Trigger: A contact submits a form on your website.
Action: Find Opportunity
- Action Name: “Locate Existing Opportunity”
- Opportunity to be Found: Latest Opportunity
- Filters(all conditions must be met):
  - Opportunity Name → Contains → “Contact_Email_Address”
  - Status → Is → “Open”
Branching:
- Opportunity Found: Proceed with an Update Opportunity action to modify fields such as Status or add notes.
- Opportunity Not Found: Proceed with a Create Opportunity action to add a new record to your pipeline.

This ensures you’re always referencing the correct existing opportunity if one is available, and only creating a new one when necessary.

If no contact is present (e.g., from an inbound webhook without contact info), ensure your filters map relevant fields to the webhook data.

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