Who This Is For / When to Use
Sales and operations teams managing pipelines in Kyrios.
Accounts that need to automatically clean up or remove deals based on workflow logic.
Use cases where an opportunity should be removed after a condition is met (for example, disqualification or process completion).
What the Remove Opportunity Action Does
The Remove Opportunity action deletes opportunities from a pipeline.
You can configure the action to:
Remove all opportunities for the contact in a selected pipeline.
Remove only the opportunity that triggered the workflow or was identified in a prior workflow step.
Removing an opportunity deletes the deal card from the pipeline but does not delete the contact.
How to Add the Remove Opportunity Action to a Workflow
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add a Workflow Trigger (Optional)
Click Add New Trigger.
Select any trigger that fits your use case.
Triggers are optional. The workflow can exist without a trigger if it will be entered by another workflow or action.
Step 3: Add the Remove Opportunity Action
Click the + icon under the trigger or workflow step.
In Actions, search for and select Remove Opportunity.
Step 4: Configure the Remove Opportunity Action
(Optional) Edit the Action Name. This only changes how the step appears in the workflow builder.
In Opportunity to Be Found, choose one option:
All contact opportunities in the selected pipeline
Opportunity that triggered this workflow
Step 5: Save the Action
Click Save Action to apply the configuration.
Step 6: Save and Publish the Workflow
Click Save in the top-right corner.
Toggle the workflow from Draft to Publish if it is ready to run.
(Recommended) Click Test Workflow to confirm correct behavior before publishing.
Common Issues and Fixes
Opportunity Is Not Removed
Confirm the correct pipeline is selected.
Ensure the contact actually has an opportunity in that pipeline.
Verify the workflow is published, not in draft mode.
Workflow Runs but Deletes the Wrong Opportunity
Check whether the action is set to remove all contact opportunities instead of the triggering opportunity.
Review prior workflow steps to ensure the correct opportunity is being referenced.
FAQ
What does the Remove Opportunity workflow action do?
The Remove Opportunity action deletes either the opportunity that triggered the workflow or all opportunities for a contact in a selected pipeline.
Can I use any workflow trigger with this action?
Yes. Any workflow trigger can be used, or the workflow can run without a trigger if entered from another workflow or action.
Can I rename the Remove Opportunity action?
Yes. You can change the Action Name for display purposes inside the workflow builder. This does not affect how the action works.
Can this action remove multiple opportunities at once?
Yes. Selecting All contact opportunities in the selected pipeline removes every opportunity the contact has in that pipeline.
Does removing an opportunity delete the contact?
No. Removing an opportunity only deletes the deal from the pipeline. The contact record and history remain unchanged.
Can this action remove opportunities from multiple pipelines?
No. The action only removes opportunities within the pipeline selected in the action settings.