Workflow Action: Remove Opportunity

The Remove Opportunity Workflow Action will allow you to create a workflow that will automatically remove an opportunity from a selected pipeline for any contacts that get added to a workflow. This article will give an overview of how to create a workflow using the Remove Opportunity Workflow Action.

How to add this Action to a workflow?

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Remove Opportunity Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Remove Opportunity Workflow Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Remove Opportunity in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Under Pipeline select the pipeline that you want this workflow to remove opportunities from

• Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your Workflow is set up and ready to go with the Remove Opportunity Workflow Action!

FAQs 

1. What is the Remove Opportunity Workflow Action?
The Remove Opportunity Workflow Action allows you to automatically remove an opportunity from a selected pipeline for any contacts added to a workflow, helping to manage your CRM more effectively.

2. How do I add the Remove Opportunity action to a workflow?

• Start a new workflow or edit an existing one.

• Click the “+” symbol below the trigger to add an action.

• Select “Remove Opportunity” from the CRM section or search for it.

• Configure the action by selecting the pipeline and click “Save.”

3. Can I rename the Remove Opportunity action?
Yes, you can rename the action using the text box below Action Name. This change is only for display purposes within the workflow builder and does not affect the action's functionality.

4. How do I choose the pipeline for the Remove Opportunity action?
In the Action setup menu, under Pipeline, select the pipeline from which you want to remove opportunities.

5. How do I save and publish the workflow?

• Click “Save” to store your changes.

• Set the toggle switch under “Save” to “Publish” to activate the workflow.