How to Automatically Create a Deal in a Pipeline once a Contact is created or Updated with a "Tag" or a Field using Workflows

To Create a Deal in a Pipeline once a Contact is created or updated with a "Tag" or a Field using workflows, follow below-mentioned steps - 

• Click on your Profile Icon
• Go to Setup
• Sales Automation
• Workflow Management

1. Add a Workflow - Create a "New Rule"
   
   
2. Under Basic Information, Select Module: Contact
3. Give it a Name: Create Deal when a Contact is created or updated
4. Description: Create Deal when a Contact is created or updated with Tag = "Lead" - For Example
   
   
   
   
5. Execute On (Choose an action based on which the rule will be executed): Create or Update
   
   
   
   
6. Criteria: Add Condition > Tags - equals to - Lead (Choose TAG as per your requirement)
7. Also, add a "STOP" tag so that it does not create a deal every time you update the contact record in case you chose to set it on Contact Update.
   
   
   
   
8. Choose Actions: Update Field
9. Contact >> Tags >> Append >> STOP [ This prevents the deal from being created repeatedly upon UPDATE of contact ] 
10. Choose Actions: Create Deal
    
    Add the required deal fields to create a new deal for you contact.