SAC 360º Service Automation – Configuring the Condition 'Lead Source is…'

With SprintHub, you can identify the origin of Leads through filters and use them as conditions. This strategy enables more efficient management, making better use of Leads based on their origin.

This condition is also available in CRM automation, Chatbot, Automation Flows, as well as Lead Filters and Segments.

1. Create an Automation:

• Access your support: Through “Find Services”. Or just type the name, and the feature appears.

• Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: You can use a trigger of your choice.

• Configure the Condition: The lead's origin is…

But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.

• Choose the Action: It is possible to use one or more actions of your choice.

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

CONCLUSION:

Using the Lead origin condition in automations and filters is a powerful strategy for segmentation and personalization. It allows you to better direct interactions, optimize service flows, and enhance conversions. By filtering and automating based on origin, teams gain efficiency and ensure a more assertive approach for each Lead.