This is how to automatically add leads to a pipeline in Thrive Funnels.
Ensure the pipeline (e.g., "Blueprint Pipeline") is set up.
Go to Automation, click Create Workflow. Then go to Start from Scratch.
Choose triggers like Form Submitted or Tag Added, and add filters if needed.
Add an action and select Create/Update Opportunity.
Choose the pipeline (e.g., Blueprint Pipeline). Then, select the stage where the contact should be added.
Use
{Contact.Name}in curly brackets to personalize each Opportunity Name.Optionally specify a source (e.g., Lead Magnet). Then, add a value if needed.
Set to Open (or another status as per your process).
Rename the workflow to clearly indicate its purpose.
Save, Publish, and Save Again to activate the automation.