Who This Is For / When to Use
Use this trigger if you need to automate actions when an opportunity’s status changes, such as moving from Open to Lost, Negotiation to Closed Won, or Lost to Reopened.
What the Opportunity Status Changed Trigger Does
This trigger enrolls the contact into a workflow when the status field on an opportunity card changes. The workflow runs for the specific opportunity that changed, even if the contact has multiple opportunities.
How to Add the Trigger
Go to Automation > Workflows.
Create a new workflow or open an existing one.
Click Add New Trigger.
Search for and select Opportunity Status Changed.
(Optional) Rename the trigger using Workflow Trigger Name.
Available Filters
Filters control which status changes can trigger the workflow. You can apply multiple filters together.
Has Tag
Only triggers the workflow if the contact has the selected tag.
In Pipeline
Limits the trigger to opportunities inside a specific pipeline.
Pipeline Stage
Available after selecting In Pipeline. Restricts the trigger to a specific stage within that pipeline.
Moved From Status
Triggers the workflow only when the opportunity moves from the selected status.
Moved To Status
Triggers the workflow only when the opportunity moves to the selected status.
Using both together:
If both Moved From Status and Moved To Status are applied, the workflow runs only when the opportunity changes from the selected source status to the selected destination status.
Lost Reason
Allows you to target workflows based on the selected lost reason when an opportunity moves to Lost.
Custom Fields
Restricts enrollment based on opportunity or contact custom field values.
Example Filter Setups
Trigger Only When a Deal Is Won
Moved To Status is Closed Won
Trigger Only When a Deal Is Lost for a Specific Reason
Moved To Status is Lost
Lost Reason is Price
Trigger Only Within a Specific Pipeline Stage
In Pipeline is Sales Pipeline
Pipeline Stage is Form Submitted
How This Trigger Behaves With Multiple Opportunities
If a contact has multiple opportunity cards:
The workflow triggers only for the opportunity that changed status
Opportunity-related data in actions uses values from that specific card
Common Issues and Fixes
The workflow runs too often
Add Moved From Status and Moved To Status filters to narrow the exact transition.
The workflow does not trigger
Confirm the opportunity status actually changed and that filters match the pipeline and stage.
The workflow triggers for the wrong pipeline
Add the In Pipeline filter to restrict execution.
FAQs
What does this trigger detect?
It detects changes to the opportunity status, not stage or value changes.
Can I rename the trigger?
Yes. Renaming only affects the label inside the workflow builder.
Can I apply multiple filters at once?
Yes. All applied filters must be met for the workflow to run.
What happens if I don’t add any actions?
The workflow will enroll contacts but perform no actions.
How can I test this trigger?
Use Test Workflow before publishing to confirm filters and behavior.