Create a New Lead When Opportunity With Specific Criteria is Lost

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Posted on by DannySmith

I am looking to create an automated business process flow that triggers when an Opportunity with specific criteria is Closed as Lost. We have a custom field in the Opportunity entity called "Bid Management" and if we have any Opportunity with this field set to "Yes" that is subsequently set as "Lost" status, I would like the system to trigger the creation of a new Lead with (if possible) a specific follow up dated task also created so we can reconnect with the Customer at a later date to explore follow on complementary sales potential. Can I use Power Automate to do this or perhaps the standard "Business Rules" functionality from within the Advanced Settings/Solutions" menu?

Any advice would be welcome

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Amit Katariya007 8,596 Super User 2024 Season 1 on at

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RE: Create a New Lead When Opportunity With Specific Criteria is Lost

You can create a Power automated flow as it will more flexible compared to normal workflow.
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Create a New Lead When Opportunity With Specific Criteria is Lost

Hi Danny,

Yes. You can use Power Automate to do this. Also, you can do this with a system workflow that will be triggered based on the opportunity status