Your lead generation team or process is the first step in closing deals, turning cold calls, email campaigns, social media ads, website forms, etc. into a Qualified Lead that your sales team should make sure to follow up on.
After all this work, every qualified lead generated by your team should get an Opportunity created! You want to make sure they enter your sales pipeline and not get lost.
In this article, we will help you set up a Zap to auto-create an Opportunity for every Lead that has their Status marked as Qualified.
- A Close account and your API key
- A Zapier account that allows multi-step zaps
This is a fairly simple Zap that just creates an Opportunity associated with a given Lead when they enter the "Qualified" status, either during lead creation or by any subsequent action that changes the lead status to "Qualified", regardless if it was a manual individual change, the result of a bulk edit or another automation.
To get started, you'll want to select the New Lead in Status trigger from Zapier.
When setting up this trigger, make sure to choose "Qualified" in the New Status ID drop-down menu and to select "Yes" on the Trigger on the Lead Creation field. This way, we can be sure that whenever the Lead becomes "Qualified", even if that happens during the Lead creation, we will still trigger the Zap.
Select Continue and then Test trigger to find a sample status change.
Select Close as your App and Create Opportunity as your Action Event.
Once you've done that, we will need to give Zapier the parameters to create the Opportunity. We will pull these data points from Step 1, most notably the Lead ID.
You'll want to use the Lead ID from the trigger to make sure we're creating the Opportunity on the lead where the Status change occurred. The Opportunity Status also has to be set here and can be any of your existing statuses. In this case, we chose "Demo Completed".
The other fields are not required at this point, but by filling these fields we can further customize our Opportunities. In this case, we want the Opportunity to always be attached to the Primary Contact of the Lead, so we pull in the "Primary Contact ID" from Step 1 here as well.
Pro Tip: Changing the Opportunity Owner
By default, the Opportunity created is attached to the User account that is being used to create the Zap. This might be ok for a solo salesperson or even a small team, but most sales teams need a more accurate way to track which person is responsible for closing each deal.
While the Opportunity owner may be manually updated later on, it's a good idea to attach the correct User already if possible when creating the Opportunity here.
The easiest way to do this is to pull in the data for the User who updated the Status of the Lead in Step 1 and assign the Opportunity to them. More elaborate ways to assign the Opportunity based on different criteria might be devised and implemented by adding more steps to this Zap, but this is beyond the scope of this guide.
Once your fields are mapped correctly, select Continue. If the test is successful, it will have automatically created the Opportunity for the Sample Opportunity in your Close account.
Updated 5 months ago