The Lead Moved to Stage trigger automatically starts a workflow when an existing lead moves from one stage to another. Use it to automate follow-ups, send reminders, create intake tasks, or share documents as leads progress through your intake process.
Configure the Trigger
When building your workflow, start by selecting your trigger.
Under Step 1 – Setup Trigger type, click the dropdown menu and select Lead moved to stage.
Once selected, click Continue to set up your workflow conditions.
Configure the Workflow Setup
In Step 2 – Setup, select the Pipeline and Stage to determine which stage movements should trigger the workflow.
Since leads use the Lead Intake pipeline, you can choose from the following options:
Any Pipeline and Any Stage
Leave both Pipeline and Stage blank.
The workflow will run whenever any lead moves from one stage to another.
Lead Intake Pipeline and Any Stage
Select Lead Intake as the pipeline and leave Stage blank.
The workflow will run whenever a lead moves between stages within the Lead Intake pipeline.
Lead Intake Pipeline and Specific Stage
Select Lead Intake and choose a specific Stage.
The workflow will run only when a lead moves into the selected stage.
For example, selecting Consultation Scheduled will trigger the workflow when a lead enters that stage.
Add Entry Rules
Expand the optional Entry Rules section to set smart filter conditions. This ensures the workflow only fires for leads that meet criteria like specific custom fields, assigned team members, or tags.
For step-by-step guidance, refer to our Entry Rules article.
Select Actions
Click Continue to add the automated actions you want to take place when the lead moves. You can pick any action from the available actions list, such as sending an SMS reminder, adding a task, or sending an intake form link.
Summary
The Lead Moved to Stage trigger automates prospect follow-ups as leads move through your sales funnel. Pick your stage, set your actions, and make sure no prospective client slips through the cracks.