Who This Is For / When to Use
Use this trigger when you want automation to respond to opportunity movement, such as:
Assigning tasks when a deal reaches a specific stage
Notifying sales reps of stage changes
Updating tags or opportunity fields
Triggering follow-ups for lost or stalled deals
Launching stage-based sales automation
What the Pipeline Stage Changed Trigger Does
When a contact’s opportunity changes stages:
The contact is added to any workflow using the Pipeline Stage Changed trigger
Filters control which pipeline, which stage, and which contacts qualify
Important
This trigger fires each time the selected stage condition is met
Pipelines must already exist in your account
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow, or open an existing workflow to edit.
Step 2: Add the Pipeline Stage Changed Trigger
In the workflow canvas, click Add New Trigger.
In the trigger selector:
Search for Pipeline
Select Pipeline Stage Changed under Opportunities
Step 3: Configure the Trigger
Confirm Trigger Type
Ensure Pipeline Stage Changed is selected under Choose a Workflow Trigger.
Rename the Trigger (Optional)
Update the Workflow Trigger Name if needed.
This name is internal only and does not affect behavior or visibility.
Step 4: Add Filters (Strongly Recommended)
Filters control when the trigger fires and which opportunities qualify.
Tag Filter (Optional)
Has Tag
Only contacts with the selected tag are enrolled.
Pipeline and Stage Filters
In pipeline
Limits triggering to a specific pipeline.
Pipeline stage
Appears after selecting In pipeline
Triggers the workflow when an opportunity enters the selected stage.
Lost Reason Filter (Optional)
Lost Reason
Allows workflows to trigger only when an opportunity moves stages with a specific loss reason
Useful for targeted follow-ups, reporting, and sales optimization
Click Save Trigger.
Step 5: Add Workflow Actions
After the trigger, add any actions you need, including:
Send internal notifications
Create follow-up tasks
Update opportunity or contact fields
Apply or remove tags
Send emails to contacts
Enroll contacts in additional workflows
You may also leave the workflow without actions if the trigger is being used for tracking or testing.
Step 6: Save, Test, and Publish
Click Save in the top-right corner.
Use Test Workflow to validate trigger behavior.
Toggle Publish to activate the workflow.
Common Issues and Fixes
Workflow does not trigger
Confirm the workflow is Published
Verify the opportunity moved into the selected pipeline stage
Check that pipeline and stage filters match exactly
Workflow triggers unexpectedly
Narrow filters by pipeline, stage, tag, or lost reason
Confirm multiple stage transitions are not occurring
Workflow triggers multiple times
This is expected behavior if a contact moves into the same stage more than once
Use conditions or cooldown logic in actions if needed
Frequently Asked Questions
Can I trigger on multiple pipeline stages?
Yes. You can configure multiple workflows or broaden filters to include multiple stages.
Does this trigger fire when a stage is changed backward?
Yes. Any stage change that matches the configured filters can trigger the workflow.
Can I use this trigger with all workflow actions?
Yes. All workflow actions are compatible.
Does renaming the trigger affect functionality?
No. The trigger name is internal only.
How do I confirm the trigger is working?
Use Test Workflow before publishing to validate filter behavior.