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Leads

Automatic creation of Opportunities

When **Automatically create Opportunity for created Lead** is enabled, a linked Opportunity is created for the new record. It may appear after a brief delay, as the action is performed in the background.

Last updated 20 days ago

You can specify three exceptions where Opportunities is not created when Lead originates:

  • via API;
  • via email integration;
  • during import.

These exceptions appear only after enabling the main automatic creation toggle. They do not apply to manually created Lead records.

Before enabling this, decide for which channels Opportunity is actually required. Exercise particular caution with bulk imports, as each imported row could generate a separate Opportunity.

The email integration card also has its own Create Opportunity option. Align this with the general setting to avoid creating duplicate records for the same email or failing to create Opportunity.

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