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Lead Automation Actions – Lead Actions

Here you’ll learn to trigger lead actions through automation.
Define criteria and then setup lead actions to automatically execute when that critrea is met –

  • Post activities on leads
  • Add leads to a list if they match some criteria
  • Remove leads from a list when they match some criteria
  • Star leads
  • Tag leads
  • Unstar leads
  • Update leads

 

Add Activity

Allows you to add a custom activity. Click Add Activity and the Add Activity pop-up box appears:

Select the required custom activity from the drop-down list.

Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity. Please see the below image for reference.

You can additionally add mail merge field to the selected activity type. Please see the below images for reference.

Click Save. For more information on custom activities, refer to How to add Custom Lead Activity and associate a Score to it?

Use Dynamic Responses –

You can use dynamic responses from webhooks and Lapps to update lead fields. For more information, see Dynamic Responses in Automation.

 

Add Lead to List

Allows you to add the Lead based on the previous scenario satisfied by the Lead in the workflow. Click Add Lead to List and the following pop-up box appears:

Select the required list to add the lead and click Save.

 

Remove Lead from List

Allows you to remove a Lead from a list based on the previous scenario in the Automation workflow. Click Remove Lead from List and the following pop-up box appears:

Select the required List from the drop-down and click Save.

 

Star Lead

Star Lead allows you to highlight and discover Leads easily. For more information on Star Lead, refer to ‘Star’ your Leads.

 

Tag Lead

Allows you tag a Lead. Tagging is a quick way to add a label to a lead for easy identification of Leads. Click Tag Lead and the Tag Lead pop-up box appears which allows you to add the required tag.

 

Unstar Lead

Allows you to unstar or unmark a Lead as important. For more information on this, refer to ‘Star’ your Leads.

For more information on Tags, refer to Tag your Leads.

 

Update Lead

Allows you to update the Lead field values with new values if required. Click Update Lead and the Update lead fields pop-up box appears.

update lead field

Here as an example, the Lead Stage is given as Opportunity and Notes is also updated. These Lead fields are updated with these values if the Lead satisfies the criteria you have specified.

Set Activity Owner as Lead Owner – 

You can set the activity owner as the lead owner. This is only possible when the trigger is New Activity on a Lead or Activity Update on a Lead. To do this all you have to do is select the Lead Field as Owner, click the Mail Merge checkbox and then select Activity Owner as under Value.

set lead owner as activity owner

Use Dynamic Responses –

You can use dynamic responses from webhooks and Lapps to update lead fields. For more information, see Dynamic Responses in Automation.

 

Update Activity

If you have selected an activity based trigger (New activity on lead or Activity update on lead), you an additional lead action, Update Activity, will appear under the lead actions menu.

This functionality lets you automatically update any field created under that activity. Let’s say you triggered your automation with a ‘New Activity on Lead’ and set that new activity as a ‘Meeting’. You can now use the Update Activity option to automatically update any fields created under the meeting activity. Say you want to update the ‘Notes’ field of the meeting to say ‘Done with Meeting’, just click the Update Activity option, select the ‘Notes’ field and add the value ‘Done with Meeting’. You can also add additional activity fields using the Add Activity Fields link highlighted below.

Click Save. Every time there is a meeting with a lead, the notes field of the meeting will automatically be populated with the value ‘Done with Meeting’.

Use Dynamic Responses –

You can use dynamic responses from webhooks and Lapps to update lead fields. For more information, see Dynamic Responses in Automation.

Updating Dependent Fields –

The update activity action also supports dependent fields. So if you’ve created dependent fields through the Custom Scores and Activities page they’ll show up in the Update Activity action card. Here’s how you do it –

  1. Select the parent field from the Activity Field drop-down and select its value.
  2. Click the Add Activity Fields link.
  3. Select the child field and its value. The child field will only show values based on what you’ve chosen for the parent field due to the dependency.
  4. Click Save.

Updating Activity Fields

 

Numerical Calculations on Lead and Activity Fields

Update Lead, Add Activity and Update Activity actions now supports Numeric Calculations.
For example, if you maintain some numeric field like a custom score outside LeadSquared and you want to update that score based on LeadSquared attributes then here’s how you can do it –

  1. In the Update Lead, Add Activity or Update Activity action cards select the lead field (e.g., custom score) you want to update through a numeric calculation.
  2. Click the checkbox under the Add Mail Merge column.
  3. Type @ and select the lead and activity fields you want to perform numeric calculations on. Click the icon to see the possible numerical operators you can use.
  4. Click Save.

Note: The automation trigger must be New Activity on a Lead or Activity Update on a Lead. If you want to perform a numerical calculation involving an activity field,

  • The activity must be part of the automation trigger.
  • The activity field you want to perform numerical operations on must be of numerical type.

Numerical calculations in add, update activity and update lead

In the example, we’re updating the value of the lead field ‘Custom Score’ to @{Activity:mx_Custom_3,}  + @{Lead:EngagementScore,}