Add "Create Opportunity" Action for New CRM in Automations
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Petr Sobíšek
Currently, Automations allow us to get or update existing opportunities in the new CRM, but there is no action to create new opportunities directly via Automation. The previous "Create Sales Opportunity" step is only for the retired Sales & Success Center and does not support the current CRM. This is a major limitation for workflow automation, especially when trying to streamline sales processes for multiple companies at once.
Can you please add a "Create Opportunity" action for Automations that integrates directly with the new CRM?
Thank you!
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Sumi Uzir
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Petr Sobíšek
Solved. Error was on our side, opportunities via automation are created correctly.
Sumi Uzir
Petr Sobíšek: Thank you for confirming.