By using workflow automation, you can streamline the process of updating lead records with the most current information. This saves you time and effort that would otherwise be spent updating each lead individually. The updated lead records can then help you convert leads into clients with matters more efficiently.
Steps to Update Lead Information with Workflow
Navigate to
Automationand click on+ Add Workflowto create a new workflow.Select
Intake Form Submittedas theTrigger Typeand click onContinue.Select the desired
Intake Formand click onContinue.Choose
Update Leadas the next action andmap lead detailswith the fields in the chosen intake form.
Saveyour changes and exit the window. You can also add more actions by clicking onContinue + New Action.
FAQ Section
FAQ1: Can I bulk-email leads filtered based on practice area and tags?
Answer: Bulk emailing is not possible. However, it is possible to filter leads by practice area and tags using entry rules in a workflow and selecting the appropriate tags & practice areas to filter out. When you add a workflow, after the lead creation or update action, click on Entry Rules. Select the Field as Practice Area AND/OR Tags and click continue. On the next page, manually select the recipients to send them in one go and use the field option to automate the email sending part.