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.
Sample use case scenario
In the below automation, an intake form submission by an existing lead triggers the workflow to update the lead's information.
Updating lead information with workflow
To update a lead with automation:
Navigate to Automation and create a new workflow.
Select Intake form submitted as a trigger type, then tap Continue
Choose Update Lead as the next action and map lead details with the fields in the chosen intake form.
Save your changes and exit the window.