Landslide is web-based customer relationship management (CRM) software for small and mid-sized businesses. This action lets you create a new opportunity. To achieve this, add this action to your canvas, and configure it. Select the appropriate connection for landslide. If you haven’t created any connection, select ‘Add New’ to create one.
In the ‘Opportunity Name’ field, enter the name of the opportunity that needs to be created. Then enter the ID or name of the account to which the opportunity belongs. You can also enter other additional details about the opportunity such as deal value, deal description, lead source, opportunity status, reason for status, payments, terms, and so on. If these fields don’t suffice, you can enter your own custom fields. Once you enter these details, click on ‘Done’ and run the flow. This will create a new opportunity.
- Status object