{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9079f8d07de74ecd9c2725b5bb7db897\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/9079f8d07de74ecd9c2725b5bb7db897-59afbf1b45400863.gif","duration":340.395,"title":"Automatically Add Contacts to Your Pipeline","description":"In this Loom, I quickly walk you through how to use the Create Opportunity action inside your workflows to automatically pull a contact into your pipeline. I show a post purchase example where when someone places an order, they are added to my client on MediRoute pipeline at the right stage. I explain how to set the opportunity name using Contact and Full Name, choose the stage, status, and source, and set the opportunity value for revenue and Smart Tags. I do not request any action from you, but I invite you to use this to let your pipeline populate automatically."}