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Tribe CRM

Manage persons, organizations, contacts, leads, sales opportunities, tasks, appointments, and invoices in Tribe CRM

Actions27

Sales Opportunity → Create

AI-generated

Summary

Create a new sales opportunity in Tribe CRM linked to a specified customer or contact relationship.

Inputs

  • Subject (required) — Subject or title of the sales opportunity.
  • Relationship ID (required) — UUID of the customer or contact relationship to associate this sales opportunity with.
  • Additional Fields — Optional fields including expected amount, expected close date, and pipeline phase ID to provide more details about the sales opportunity.

Output shape

a single record representing the created sales opportunity as returned by the Tribe CRM API.

The operation sends a POST request to the /Activity_SalesOpportunity endpoint with supplied fields in the request body. Optional fields can be omitted if not needed.

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