Using "Convert from Lead to Deal" in Workflow Automations

Jonathan Templin
Jonathan Templin Member Posts: 5 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

It would be great to be able to set up a workflow automation that is triggered by a lead being converted to a deal, rather than just any deal being created.

I know there's a workaround where you can fill in a custom field on the lead first, and then check if the custom field is filled as a condition when the deal is created, but this is a bit more convoluted than I'd like it to be.

0
Up
0 votes

· Last Updated -

Comments

  • Katie Moore
    Katie Moore Member Posts: 10 VERIFIED MEMBER
    Fourth Anniversary First Comment Photogenic
    edited April 2022 #2

    Hi Jonathan,

    We use an automation that is triggered when a specific activity is created within the lead that will convert said lead to a deal and places the deal on a specific pipeline.

    This is only done in 4 steps so you could continue the workflow to further update that new deal if needed.

    image

Categories