How to Set Up Pipelines and Opportunities in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Create a pipeline in Sparkforge under Opportunities > Pipelines > Create New Pipeline. Add opportunities manually, import from CSV, or auto-create with a workflow triggered by Form Submitted, Appointment Booked, or Payment Received.

Pipelines turn raw leads into tracked deals. Sparkforge handles pipelines, opportunities, and the automation that moves records through stages without manual work.

Create a sales pipeline

  1. Go to Opportunities.
  2. Click Pipelines.
  3. Click Create New Pipeline.
  4. Fill in name and stages.
  5. Click Save.

Common pipeline stages

  • New Lead
  • Hot Lead
  • Booked Call
  • No Show
  • Delayed
  • Closed
  • Non-Responsive

Tune stage names to match how your team actually works. Generic stages like "Qualified" mean different things to different reps.

Import contacts as opportunities

  1. Go to Opportunities.
  2. Click Import.
  3. Select Opportunities.
  4. Click Next.
  5. Upload your CSV.
  6. Click Next.
  7. Map CSV columns to opportunity fields.
  8. Click Next.
  9. Verify and click Start Bulk Import.

Add an opportunity manually

  1. Go to Opportunities.
  2. Click Add Opportunity.
  3. Pick an existing contact or enter a new one.
  4. Fill in pipeline, stage, value, and other details.
  5. Click Create.

Auto-create opportunities with a workflow

This example fires every time someone submits a form. Swap the trigger for any other event to fit your process.

  1. Go to Automation → Workflows.
  2. Click + Create Workflow → Start from Scratch.
  3. Click + Add New Trigger and choose Form Submitted.
  4. Pick the specific form. Click Save Trigger.
  5. Click + below the trigger and choose Opportunity → Create/Update Opportunity.
  6. Set the Pipeline and Stage for new leads.
  7. Set Status to Open, enter a Value if known, and toggle Allow Opportunity to Move if you want the record to update on re-entry.
  8. Click Save Action.
  9. Toggle from Draft to Publish.

Triggers that pair well with Create/Update Opportunity

TriggerUse case
Customer Booked AppointmentAuto-add prospects to a Consult Scheduled stage when they book.
Contact TagMove contacts tagged Hot Lead into a closing stage.
Facebook Lead Form SubmittedPipe FB ad leads into a New Facebook Leads stage.
Payment ReceivedCreate an opportunity in Won — Awaiting Onboarding when a purchase clears.
Contact CreatedDrop every new contact into New Lead so nothing slips through.
Call StatusMove answered inbound calls into a follow-up stage.
Survey SubmittedRoute completed surveys into a qualification stage for scoring.

The action stays the same across these workflows — only the trigger changes.

Frequently Asked Questions

How many pipelines can I create?
There's no hard limit on pipelines in Sparkforge. Build separate pipelines for different products, services, or sales motions and route opportunities into the right one with workflows.
What's the difference between a contact and an opportunity?
A contact is a person. An opportunity is a deal attached to a contact, with its own pipeline stage, value, and status. One contact can have multiple opportunities over time.
What does Allow Opportunity to Move do?
When toggled on, the workflow updates an existing opportunity if it re-enters (for example, the same contact submits the form again). With it off, the workflow creates a fresh opportunity each time.
Can I trigger opportunity creation from a paid ad lead?
Yes. Use the Facebook Lead Form Submitted trigger and route those leads into a dedicated New Facebook Leads stage so the team can prioritize them.
Do I have to publish the workflow?
Yes. Drafts don't fire. Toggle to Publish, then test with a real form submission or qualifying event.

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