Create Opportunities automatically for Round Robin Handoff

Criteria for the Action Group for the Event Entity:

• Event is assigned to an account (this is done via Chili Piper Calendar Automatically if the “Create Event in Salesforce” option is checked within the queue)
• Event title contains a certain string (e.g. “Demo”)

If all the conditions are met you can create an opportunity. Here’s an example where the stage, close date, forecast category and AccountID are all pre-set

Optionally you can send an email alert with the details to the Account Owner:

No need to setup an action if the condition is not met

That’s it. Don’t forget to click on “Activate” – it ain’t gonna work without it.