This automation is useful when you want to capture new leads or inquiries and instantly create a deal in your sales pipeline based on specific email criteria like subject, sender, or content.

Step 1: Go to the Workflow Module #

1. From the left sidebar, click on Workflow.
2. Click + Create Workflow.

Step 2: Choose a Trigger #

1. Enter a Workflow Name, like New Contact Form → Deal.
2. Under the Inbox tab, choose New Message Received as the trigger.

Step 3: Define the Email Condition #

1. In the IF section:
   • Choose Subject.
   • Set the condition to Contain.
   • Enter a filter keyword such as [Contact Form].

This ensures the workflow only runs for relevant emails.

Step 4: Set Action to “Convert to Deal” #

In the THEN section:

1. Choose Convert to Deal.
2. Fill in the deal creation details:
   • Select Pipeline: Choose the relevant pipeline (e.g., Customization onboarding pipeline).
   • Select Stage: Choose the starting stage (e.g., Prospecting).
   • Deal Name: Use a static name or dynamic value like {{email_subject}}.
   • Deal Amount: Enter a default value (e.g., 5000) or use a variable.
   • Assignee: Select a team member responsible for the deal.
   • Description: Add relevant notes or use {{email_content}} to auto-fill from the email body.

This action ensures the incoming email is immediately tracked as a sales opportunity in your CRM.

Step 5: Save and Activate the Workflow #

Click Create Workflow and ensure it is marked as Active so that it runs automatically when the condition is met.

Example Use Case #

Workflow Name: Create Deal from Contact Form
Trigger: New Message Received
Condition: Subject contains [Contact Form]
Action:

• Convert to Deal
• Pipeline: Customization onboarding pipeline
• Stage: Prospecting
• Deal Name: {{email_subject}}
• Amount: 5000
• Assignee: Nafis Abdullah
• Description: This is deal content

Now, every qualifying email will generate a deal automatically helping your team act faster and stay organized.