Using Opportunity Actions in Workflows in GLM

Here we’ll walk through how to use a couple of the Opportunity Actions inside a Gym Lead Machine workflow — specifically for a scenario where someone walks into your gym and wants to meet with a coach for a No-Sweat Intro.

This is just one example of the many ways you could use these Opportunity Actions.

Step 1: Access the Workflow

First, head over to Automations and open the workflow that gets triggered when someone books a No-Sweat Intro at your gym.

Step 2: Check for an Existing Opportunity

Before creating a new opportunity, it’s a good idea to check if one already exists for this lead:

1. Add a "Find Opportunity" action to your workflow.
2. Choose the appropriate pipeline (e.g., Fitness Pipeline).
3. If the contact already has an opportunity in the pipeline, proceed to update it.

Step 3: Update the Opportunity

If an existing opportunity is found:

1. Use the "Update Opportunity" action.
2. Move the opportunity to the stage called Appointment Booked (or whatever matches your gym’s process).

Step 4: Create a New Opportunity if None Exists

If no opportunity is found:

1. Use the "Create Opportunity" action.
2. Assign it to your Fitness Pipeline.
3. Set the opportunity stage to Appointment Booked.

Step 5: Continue the Workflow

From here, you can:

• Continue with your normal automation steps like sending reminders, assigning tasks, or notifying your team.
• Ensure the branch of the workflow handles both outcomes: updating existing opportunities and creating new ones when needed.

This setup helps keep your sales pipeline organized and ensures every walk-in lead gets tracked properly. Let us know if you need help customizing your pipeline or automations!