Node: Create Deal (CRM)

The Create Deal (CRM) node generates a new deal in the sales pipeline from a workflow, exactly as if a salesperson created it by hand on the Kanban board. The deal shows up immediately on the Sales board and is linked to the contact that triggered the workflow.

When to use it

• A contact shows buying intent in the conversation (detected by AI or a keyword).
• You want to automatically open a sales follow-up after an event (a new company was created, a form was completed, etc.).
• Automate opening a deal when a qualified lead arrives through a messaging channel.

Configuration

• Title (required): the deal's name. Supports variables, e.g. {{trigger.contact_name}} - Interested.
• Pipeline (optional): if not set, uses the workspace's default pipeline (a pipeline called "Sales" is auto-created if none exists).
• Stage (optional): by ID or by name (case-insensitive, e.g. "Won"). If not set, uses the pipeline's first stage.
• Amount and Currency (optional).
• Contact ID (optional): defaults to the contact of the conversation that triggered the workflow.

Example

In a Webchat workflow, when the AI Classifier detects the intent "wants to buy", you add a Create Deal (CRM) node with Title = Web lead: {{trigger.contact_name}}, Pipeline = Sales and Stage = "New". The deal appears on the Sales Kanban ready for a salesperson to pick up.

Tips

• If you need to chain further actions (e.g. notify the sales team), add a Publish to Team node right after.
• Use stage_name instead of stage_id when you want the workflow to work the same way across different workspaces with differently configured pipelines.

Troubleshooting

• The deal isn't created: check that Title doesn't end up empty after variable substitution and that the workspace has at least one accessible pipeline.
• It lands in the wrong stage: confirm the stage name matches exactly (no extra spaces or accents) or use the stage ID directly.