Create an opportunity automatically from lead and close opportunity

(1) Share

Report

Posted on by dynamicsgs

190

Hello,

I want to create a workflow that when a lead has a specific lead source, it will automatically qualify the lead and create an opportunity.

Then, when the opportunity is created and contains a specific referral source, it will automatically close as won.

From my understanding, you would need two separate workflows for each specific action. Lets say the lead source I want to use is called Web Lead. I tried creating a workflow called "When lead source equals Web Lead ----> perform action QualifyLead.

However, this is causing an error. It says I need to give a specific lead ID - but this will be using the same lead ID every time then which makes no sense.

On the opportunity level - I tried the same workflow with referral source instead of lead source - and then CloseOpportunity as Won. This time, it won't work because it wants me to insert a specific close date, when I want it to just be the date it is actually closing on.

Any help would be greatly appreciated. Thank you.

I have the same question (0)

All responses (20)

Answers (6)

Suggested answer

Marco.P 2,405 on at

Like (0)

Report

Hi,

for the close date you can use the Process execution time:

crmbusiness.wordpress.com/.../

For the lead part, could you post some screenshot of your workflow ?

Was this reply helpful? Yes No
Verified answer

Paul_Owen 2,027 on at

Like (1)

Report

Hi the Lead ID is the Lead the workflow is running on, to set the date you can use the workflow execution time as already suggested

Regards

Paul

Was this reply helpful? Yes No
dynamicsgs 190 on at

Like (0)

Report

Hi,

I will show you what I have done thus far. It just doesn't seem to be working. Can you see anywhere I've gone wrong?

Regards,

Darragh.

Was this reply helpful? Yes No
dynamicsgs 190 on at

Like (0)

Report

Was this reply helpful? Yes No
Verified answer

Paul_Owen 2,027 on at

Like (1)

Report

Looks correct to me assuming it meets the condition, does it work if you run it on demand?

Regards

Paul

Was this reply helpful? Yes No
dynamicsgs 190 on at

Like (0)

Report

Hi Paul,

What do you mean by on demand?

Was this reply helpful? Yes No
Verified answer

Paul_Owen 2,027 on at

Like (1)

Report

You've ticked the box to Run as an on demand workflow so you can select a record/s and select Run Workflow from the ribbon, then check the process runs succesfully by having it open and selecting the Process Sessions Tab.

Regards

Paul

Was this reply helpful? Yes No
dynamicsgs 190 on at

Like (0)

Report

Hi Paul,

I have switched this now but when I try create the lead with that specific lead source it is now giving me an error. When I changed it back to background process I was able to create the lead but it wasn't firing the workflow (qualifying the lead).

Here is the code of the error:

Business Process Error
1 is not a valid status code for state code LeadState.Qualified on lead with Id a8aa8f03-1870-ea11-a811-000d3a20fd55. If you contact support, please provide the technical details.

Activity ID: 5e3b78ae-a6ff-4746-ad26-1402fb42fbd8

Timestamp: Fri Mar 27 2020 10:45:06 GMT+0000 (Greenwich Mean Time)

Was this reply helpful? Yes No
dynamicsgs 190 on at

Like (0)

Report

This is what is appearing under the Process Sessions

Was this reply helpful? Yes No
Verified answer

Paul_Owen 2,027 on at

Like (1)

Report

Open the one in waiting, what error is it showing? Statecode 1 is inactive because you have it as a real time workflow now your trying to create an inactive record I think which you can't do. I just recreated this in my test environment and it works.

Regards

Paul

Was this reply helpful? Yes No