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

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 - 

• Navigate to the Profile icon on the top right corner
• Click on the Setup
• Head over to the Sales Automation category
• Click on Workflow Management

• Add a Workflow - Create a "New Rule"

1. Under Basic Information,

• Module: Contact
• Rule Name: Create Deal when a Contact is created or updated
• Description: Create Deal when a Contact is created or updated with Tag = "Lead" (For instance)

2. Execute On (Choose an action based on which the rule will be executed): Create or Update

3. Rule Criteria

• Add Condition > Tags - equals to - Lead (Choose TAG as per your requirement)
• 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.

4. Actions: 

• Update Field

• Select Contact from the dropdown
• Select Tags
• Append
• STOP

[ This prevents the deal from being created repeatedly upon UPDATE of contact ] 

• Choose Actions: Create Deal

• Add the required deal fields to create a new deal for you contact.

• Click on Save