Example of possible Lead automation workflow
Example of possible Lead automation workflow

What?

Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work.
 

For whom?

Advanced plan and higher
 

How does it work?

You can now use Lead-related triggers and actions in Workflow Automations, and of course, workflow automation templates to help you get started!

Triggers:

  • Lead created  |  Lead updated  |  Lead deleted

Actions:

  • Create Lead  |  Update Lead  |  Delete Lead |  Duplicate Lead
  • Convert Lead to Deal  |  Convert Deal to Lead

 

🧠 Learn all about Workflow Automations: 

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