Automation Flows: Linking a Company to a Lead

With SprintHub, you can automate the linking and updating of Companies based on Lead data.

Through custom fields in the Lead, it is possible to identify and automatically associate a specific Company, ensuring that the information is always synchronized. In addition, you can update the Company's data as the Lead changes, keeping the CRM organized, accurate, and requiring less manual effort. This automation provides greater agility in processes, improves customer relationships, and increases the efficiency of your sales team.

This action is also available in SAC 360° and CRM Automations.

To create and run your flow, follow these steps:

1. Create the Automation Flow:

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

• To create, click “+ New”.

1. Configure and Create:

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

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

• Set up a Segment: Choose one you prefer.

• Category: Choose one you prefer. This is optional

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

• If left as “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:

4. Saving the Automation Flow:

After creating and making the necessary changes, save your Flow and publish it.

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

Next, you will be able to view the statistics and the Leads that went through the flow.

The Lead history displays all changes related to the company and the linked data, accessible in the left sidebar.

CONCLUSION:

With this automation, your team gains more agility, reduces manual tasks, and ensures that data is always up to date and consistent. This translates into more efficient processes, better decision-making, and a more strategic database to drive sales results.