SAC 360° Automation - Changing the Owner by Lead when transferring

In this article, we will explore how to create an automation that, when transferring the service, changes the owner by lead, using SprintHub's features.

Step-by-Step to create the automation

1. Access the SprintHub Platform

First, log in to your SprintHub account and navigate to the automations section. This can be done by clicking the automations icon in the left sidebar menu.

2. Create a New Automation

Click the "+ New automation" button to start configuring your new automation rule.

3. Define the Trigger

Select the trigger that will start the automation. In this case, the trigger will be "The person responsible for the service is updated." This means the automation will be activated whenever the person responsible for a lead's service is changed. Leave it blank if it is any user.

4. Configure the Conditions (Optional)

Next, add conditions to specify when the automation should be executed.

• Add Condition 1: Check whether the lead has a specific tag.

  • Set as: "Does the lead have a tag?" and select "Yes."

• Add Condition 2: Check whether the lead belongs to a specific segment.

  • Set as: "Does the lead belong to a segment?" and select "Yes."

These conditions ensure that the automation will only be executed for leads that meet these specific criteria.

5. Keep Checking Conditions Until They Are Met

Enable the "Keep checking conditions until they are met" option if you want the system to keep checking the conditions until all of them are satisfied. In this example, we will leave this option disabled.

6. Add Action

Now, add the action that will be performed when the conditions are met.

• New Action: Select "Change lead access permissions."

  • Description: Enter a clear description, such as "Change lead access permissions."

This action will change the lead's access permissions, ensuring that the new owner has the proper permissions to continue the service.

7. Configure Action Repetition

Determine whether the actions in this automation should be repeated several times while a service remains in one of the configured statuses. In this example, we will choose "No Repetitions."

8. Save and Activate the Automation

After configuring all conditions and actions, review your automation to ensure everything is correct. Then, click "Save" to activate your new automation.

Conclusion

Creating an efficient automation in SprintHub can significantly transform customer service management in your company. By configuring an automation that changes the lead owner when transferring the service, you ensure that each lead is handled with the necessary attention and personalization. Follow the steps described above to implement this automation and observe improvements in the efficiency of your SAC 360.