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”)

Process builder

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

Process builder

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

Screen Shot 2016-05-04 at 2.26.10 PM

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

Process builder

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

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