Manage multiple opportunities for a single contact in a workflow
Use the Multiple Opportunities Toggle to target the right opportunity in your automations.
Written By Baptiste Lorreyte
Last updated 24 days ago
A single contact can have multiple active opportunities at the same time. For example: a client who has already purchased a training course from you and is now requesting coaching. Two pipelines, two opportunities, one contact.
When you automate tasks (sending emails, tasks, follow-ups), how does the automation know which opportunity to process? That’s what the Multiple Opportunities Toggle is all about.
The problem we’re solving
Imagine this scenario:
Sophie purchases your Acquisition training in March (opportunity A, Training pipeline, status: Won)
In June, Sophie fills out your 1-on-1 Coaching form (Opportunity B, Coaching pipeline, New Lead status)
You have an automation that sends post-sale follow-up emails for Won opportunities
When the automation runs for Sophie, which opportunity does it look at? The old training course or the new coaching request?
Without proper configuration, the risk is that the automation will pick the wrong one and send a training thank-you email when Sophie is expecting a coaching follow-up.
The Multiple Opportunities Toggle
This is a setting in CrocoClick automations that lets you specify: this automation should target the most recent opportunity, or it should target the opportunity in pipeline X.
Where to find it
Open the relevant automation
Click on an action that affects an opportunity (example: Update Opportunity)
In the action settings, enable the Multiple Opportunities Toggle
Options
Most recent: the most recently created opportunity
Oldest: the oldest
Specific pipeline: the one in the pipeline you specify
Specific stage: the one at the stage you specify
Typical use cases
Post-sale follow-up email
You want to send an email 7 days after the sale to request a testimonial.
Settings: Specific pipeline: Sales Pipeline, Specific stage: Won.
This way, even if the contact has a new opportunity open in another pipeline, the automation correctly targets the relevant sale.
Follow-up after quote sent
You want to follow up after 3 days if there has been no activity on the quote.
Settings: Specific pipeline: Sales Pipeline, Specific stage: Quote Sent.
If the contact has multiple quotes in progress (multi-project), the automation triggers only for the one in the Quote Sent stage, not for the others.
Manager task after new request
For each new opportunity, you want to create a task for the manager.
Settings: Most recent. The automation always targets the opportunity that was just created.
What happens if you forget
If the toggle is disabled and the contact has multiple opportunities, CrocoClick defaults to the first one found. This means:
Sometimes it works (if the contact has only one opportunity)
Sometimes it doesn’t target the right one
Sometimes it does nothing (if the action filter doesn’t match)
Result: unpredictable behavior that’s impossible to debug properly.
💡 Simple rule: if your business has recurring customers or contacts who may make multiple purchases, always enable the Multiple Opportunities Toggle in your automations that involve opportunities.
Combine with trigger filters
The toggle works in tandem with the automation’s trigger filters.
Example: Your automation triggers when an opportunity moves to the Won stage. In this case, CrocoClick already knows which opportunity triggered the workflow (it’s the one that just changed stages).
But if the automation triggers on a contact event (e.g., when a VIP Customer tag is added), you must specify which opportunity to look at, since the trigger does not point to a specific opportunity.
Important Limitations
⚠️ The toggle does not create an opportunity; it is only used to select one from among several existing ones. To automatically create an opportunity from a form, see the dedicated article.
If no opportunity matches the criteria (e.g., you request "Sales Pipeline" and "Won" stage, but the contact has none), the action is simply skipped, not blocked.