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 the below-mentioned steps - 

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

• Add a Workflow - Create a " + New Rule"

Basic Information,

• Select the Module on whose action the workflow will execute (Ex: Contact)
• Mention the Rule Name & Description that you wish to create Workflow for
• Once done click on Next 

Execute On 

• Choose an action based on which the rule will be executed: Create or Update

3. Rule Criteria

• Mention the Rule Criteria based on which the Workflow should be executed
• Add Condition is 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 choose to set it to 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 your contact.

• Click on Save