Who This Is For / When to Use
Use this trigger if you want to:
React when opportunities move between pipeline stages
Automate follow-ups when deals are marked as Lost
Take action based on specific Lost Reasons
Update records, notify teams, or re-engage prospects dynamically
What the Opportunity Changed Trigger Does
This trigger adds a contact to a workflow every time an opportunity is modified.
It evaluates changes to opportunity fields and runs automation when defined conditions are met.
Common changes include:
Status updates (Won, Lost)
Stage changes
Lost Reason updates
Value or ownership changes
How This Trigger Differs from Opportunity Created
Opportunity Created runs only once, when an opportunity is first added to a pipeline.
Opportunity Changed runs every time an existing opportunity is updated.
How to Set Up the Opportunity Changed Trigger
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click + Create Workflow, or open an existing workflow and select Edit Workflow.
Step 2: Add the Opportunity Changed Trigger
In the workflow builder, click Add New Trigger.
Select Opportunity Changed from the trigger list.
Confirm the trigger name if needed.
Step 3: Add Trigger Filters
Filters determine what kind of opportunity changes should trigger the workflow.
Available standard filters include:
Assigned to
Has Tag
In pipeline
Lead value
Status
Lost Reason
Step 4: Use the Lost Reason Filter
The Lost Reason filter allows workflows to run only when a deal is lost for specific reasons.
Available operators:
Has changed
Has changed to
Example:
Lost Reason → Has changed to → Pricing
Step 5: Add Workflow Actions
After the trigger fires, you can automate actions such as:
Sending follow-up emails or SMS
Creating or updating opportunities
Assigning tasks or owners
Updating opportunity fields
Step 6: Save, Test, and Publish
Click Save.
Use Test Workflow to validate behavior.
Toggle the workflow from Draft to Publish when ready.
Common Use Cases
Targeted Follow-Ups Based on Lost Reason
Scenario: Opportunity is marked lost due to budget concerns
Action: Send a personalized email offering budget-friendly alternatives
Opportunity Status Change Automation
Scenario: Opportunity moves from Negotiation to Won
Action: Notify the team and send a thank-you email to the client
Resource Allocation
Scenario: Opportunities lost due to timing
Action: Move contacts into a re-engagement workflow for next quarter
Common Issues and Fixes
The workflow does not trigger
Confirm the workflow is published
Ensure the opportunity actually changed after the workflow was live
Verify filters are not too restrictive
The workflow triggers too often
Use Has changed to instead of Has changed
Narrow filters to specific pipelines, statuses, or lost reasons
Frequently Asked Questions
What triggers the Opportunity Changed workflow?
Any update to an existing opportunity, including stage, status, value, or lost reason.
Can I filter by specific lost reasons?
Yes. Use the Lost Reason filter with Has changed to for precise targeting.
Can I combine multiple filters?
Yes. You can combine lost reason, status, pipeline, and other filters in one trigger.
Can I test the workflow before publishing?
Yes. Use Test Workflow to simulate opportunity changes.
Can this trigger help analyze loss trends?
Yes. You can tag opportunities, update fields, or send data to reporting tools to analyze loss patterns over time.
Can I edit the workflow after publishing?
Yes. Save and republish any changes for them to take effect.