Automating an Opportunity Stage Move

With turboDial you can access a special “Stage Move” utility for automatically moving the Stage of an Opportunity. The Stage Move Tool can be installed into any Campaign Sequence in your Infusionsoft account.

If you sometimes create multiple Opportunities for a single Infusionsoft Contact, please note this utility only operates on a Contact’s most recently created Opportunity.

Adapting the example from the guide on “Call Outcome Automation” the following example shows how to move the Opportunity Stage to “Dormant” when the “Did Not Reach Them No Message” Call Outcome is set.

In this example, “Dormant” is a Stage configured into your Infusionsoft Sales Pipeline at Admin->CRM->Settings.

In your Campaign, the Campaign Goal and Sequence would look like this:

Inside the sequence, an HTTP POST process is added like this:

Inside the HTTP POST process the setup would look similar to this:

• POST URL: http://turbodial.biz/tf/Utilities/MoveStage.php

Note that every Name in the left column is in lower case, except for contactId which has a capital ‘I’.

• The contactId is the ID number Infusionsoft assigns to each contact. It is a non-zero number. You will always use the merge field for this, as shown above. Copy and paste it as is.
• The key is your turboDial assigned encrypted key. If you’re the primary account owner, your key can be found in this page of your turboDial Management Account. Be sure to copy the whole string.
• The stage or stageId is the actual name of a stage from the CRM->Settings->Sales Pipeline section of your Infusionsoft account. Choose the stage you want the Opportunity moved to and copy-paste the exact stage name into this field.