Automation Flows - Create New Opportunity

It is possible to generate Opportunities from Leads originating from imports, as well as from Meta and Google forms, without needing to rely on service via SAC.

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows through “Find Services”. Or just type the name, and the function appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give a descriptive name for your flow.

• Enter a description: detail of what will happen in the flow.

• Configure a Segment: Choose one of your preference.

• Category: Choose one of your preference. This is optional

• Allow leads to restart the flow?: It depends on your strategy.

If set to “YES”, it will go through the flow more than once.

• Click “Open Builder”, to create the flow with your actions and conditions.

  

1. Building the Flow:

1. Save the Automation Flow:

After making the necessary creations and changes. Save your Flow and publish.

• Published: By selecting "YES", the flow will start working immediately.

CONCLUSION:

By using the Automation Flow in SprintHub to create Opportunities, your operation becomes more efficient and scalable, allowing the immediate utilization of Leads generated across different channels without relying on manual processes or service via SAC. This contributes to a smoother, faster journey with greater conversion potential.