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Opportunities & Pipelines

Automating Opportunities

Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow…

3 min read592 words10 explained imagesUpdated Tue, 1 Jul, 2025 at 2:36 AM
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  1. Step 1: Identify Repetitive Tasks
  2. Step 2: Design Automated Workflows
  3. Step 3: Choose a trigger event.
  4. Step 4: Add Workflow Actions
Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow these steps to automate your sales processes and streamline your workflow:

In this Article:

Step 1: Identify Repetitive Tasks

  • Start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. These could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses.
    Step 1 of 1: Start by identifying tasks or processes within your sales workflow… What this shows Step 1 of 1: Start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. What this shows Shows what this covers for step 1 of 1 in the "Step 1: Identify Repetitive Tasks" section of "Automating Opportunities". This screenshot accompanies step 1 of 1 in the "Step 1: Identify Repetitive Tasks" section of "Automating Opportunities". At this point in the walkthrough you start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. These could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses. Step 1 of 1Image 1 of 10 What this coversStart by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. These could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses.

Step 2: Design Automated Workflows

  • Navigate to the "Automations" section in your GHL Customer Care dashboard.

  • Click on "Workflows" to access the workflow builder.

  • Click on "Create New Workflow" to start building your automated workflow.

  • Give your workflow a descriptive name that reflects its purpose.

    Step 4 of 4: Give your workflow a descriptive name that reflects its purpose What this shows Step 4 of 4: Give your workflow a descriptive name that reflects its purpose. What this shows Shows what this covers for step 4 of 4 in the "Step 2: Design Automated Workflows" section of "Automating Opportunities". This screenshot accompanies step 4 of 4 in the "Step 2: Design Automated Workflows" section of "Automating Opportunities". At this point in the walkthrough you give your workflow a descriptive name that reflects its purpose. Step 4 of 4Image 2 of 10 What this coversGive your workflow a descriptive name that reflects its purpose.
    All 4 steps in this procedure
    1. Navigate to the "Automations" section in your GHL Customer Care dashboard.
    2. Click on "Workflows" to access the workflow builder.
    3. Click on "Create New Workflow" to start building your automated workflow.
    4. Give your workflow a descriptive name that reflects its purpose. this image

Step 3: Choose a trigger event. 

This could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipeline.

Opportunity triggers

1. Opportunity status changed : Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity.

Opportunity triggers (image 3 of 10) What this shows 1. What this shows Illustrates the "Opportunity triggers" section of "Automating Opportunities". This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 1. Opportunity status changed: Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity. Immediately after, the guide continues: 2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created. Image 3 of 10 What this covers1. Opportunity status changed: Trigger a workflow on the basis of updating an opportunity's status. Opportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity. Next step2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created.

2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created.

Opportunity triggers (image 4 of 10) What this shows 2. What this shows Illustrates the "Opportunity triggers" section of "Automating Opportunities". This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created. Immediately after, the guide continues: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status. Image 4 of 10 What this covers2. Opportunity Created: Triggering workflows on the basis of creation of an opportunity. This trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created. Next step3. Opportunity Status Changed: Filters opportunities where there has been a change in status

3. Opportunity Status Changed: Filters opportunities where there has been a change in status

Opportunity triggers (image 5 of 10) What this shows 3. What this shows Illustrates the "Opportunity triggers" section of "Automating Opportunities". This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 3. Opportunity Status Changed: Filters opportunities where there has been a change in status. Immediately after, the guide continues: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. Image 5 of 10 What this covers3. Opportunity Status Changed: Filters opportunities where there has been a change in status Next step4. Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered basis different standard and custom fields.

4. Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered basis different standard and custom fields.  


Opportunity triggers (image 6 of 10) What this shows 4. What this shows Illustrates the "Opportunity triggers" section of "Automating Opportunities". This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 4. Stale Opportunities: Filter opportunities where there has been no change for days and these opportunities can also be filtered basis different standard and custom fields. Immediately after, the guide continues: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. Image 6 of 10 What this covers4. Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered basis different standard and custom fields. Next step5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields.


5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. 


Opportunity triggers (image 7 of 10) What this shows 5. What this shows Illustrates the "Opportunity triggers" section of "Automating Opportunities". This screenshot appears in the "Opportunity triggers" section of "Automating Opportunities". The text alongside this image reads: 5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. Immediately after, the guide continues: Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include finding an opportunity linked to a contact, creating a new opportunity, updating opportunities and…. Image 7 of 10 What this covers5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fields. Next stepAdd actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include finding an opportunity linked to a contact, creating a new opportunity, updating opportunities and so many more.

Step 4: Add Workflow Actions

Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include finding an opportunity linked to a contact, creating a new opportunity, updating opportunities and so many more.

Find the complete list of actions and how they work here

1. Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered.
You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more. 

Step 4: Add Workflow Actions (image 8 of 10) What this shows 1. What this shows Illustrates the "Step 4: Add Workflow Actions" section of "Automating Opportunities". This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 1. Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more. Immediately after, the guide continues: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. Image 8 of 10 What this covers1. Create Opportunity: Allows you to create opportunities with the mentioned values for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more.
Buttons and menus referenced Step 5: Test and RefineStep 6: Activate the WorkflowOther Important Links
Next step2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline.
All 4 steps in this procedure
  1. Once you've created your automated workflow, test it to ensure that it functions as intended.
  2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
  3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement.
  4. Make any necessary adjustments or refinements to the workflow based on testing and feedback.

2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. 

Step 4: Add Workflow Actions (image 9 of 10) What this shows 2. What this shows Illustrates the "Step 4: Add Workflow Actions" section of "Automating Opportunities". This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline. Immediately after, the guide continues: 3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit y-based trigger in the workflow. All standard and custom fields can be used to…. Image 9 of 10 What this covers2. Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline.
Buttons and menus referenced Step 5: Test and RefineStep 6: Activate the WorkflowOther Important Links
Next step3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.
All 4 steps in this procedure
  1. Once you've created your automated workflow, test it to ensure that it functions as intended.
  2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
  3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement.
  4. Make any necessary adjustments or refinements to the workflow based on testing and feedback.

3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunity-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.

Step 4: Add Workflow Actions (image 10 of 10) What this shows 3. What this shows Illustrates the "Step 4: Add Workflow Actions" section of "Automating Opportunities". This screenshot appears in the "Step 4: Add Workflow Actions" section of "Automating Opportunities". The text alongside this image reads: 3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage. Immediately after, the guide continues: Once you've created your automated workflow, test it to ensure that it functions as intended. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. Monitor the workflow's performance and…. Image 10 of 10 What this covers3. IF/ELSE: You can also fork the workflow basis a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunit y-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.
Buttons and menus referenced Step 5: Test and RefineStep 6: Activate the WorkflowOther Important Links
Next stepOnce you've created your automated workflow, test it to ensure that it functions as intended. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. Make any necessary adjustments or refinements to the workflow based on testing and feedback.
All 4 steps in this procedure
  1. Once you've created your automated workflow, test it to ensure that it functions as intended.
  2. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
  3. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement.
  4. Make any necessary adjustments or refinements to the workflow based on testing and feedback.

Step 5: Test and Refine

  • Once you've created your automated workflow, test it to ensure that it functions as intended.
  • Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly.
  • Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement.
  • Make any necessary adjustments or refinements to the workflow based on testing and feedback.

Step 6: Activate the Workflow

  1. Once you're satisfied with the performance of your automated workflow, activate it to start automating your sales processes.
  2. GHL Customer Care will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently.

Other Important Links

Opportunity Workflow Triggers

Opportunity Workflow Actions

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