> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-sync-lead-source.md).

# Automation Flows - Sync Lead Source

### With SprintHub, it is possible to synchronize the Lead source based on the main company associated with it, as well as other Leads linked to the same company.

{% hint style="info" %} <mark style="color:blue;">This action is also available in SAC 360° and CRM Automations.</mark>
{% endhint %}

It is recommended to create a segment to start the flow; to create “Segments,” see the link below:

{% content-ref url="/pages/430a797159546371edd1e2fbb2a4fe8a2e3ddca4" %}
[Segments](/en/topics/relate/segments.md)
{% endcontent-ref %}

To create and run your flow, follow these steps:&#x20;

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”.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9IEdS_8nWvXlDLPEv0NKioowDBgyG1o0mnsiQ2hm6Cea7xziZ61QuelheNuOBhTpNgkUM67NSgN3yXEBKM3dbEjHKHDbiHp-CHiV8k3wZNlSgiD7cQj4DQPBIELI9znA_psYCTw?key=RQsdaZnR6zkhwznCm_Ph05yn" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXefAqdFddM15UY0I8zZu87ANOHOB1tCOBijlRTTEhao4T3z_W79UxP-9zJgc9yAr_sxI5mRMMCIoP4_GrdBikLnu3ByBFZmItex29Wh4PHBMoRMAdZ7yJbObtX93sN1Q0jhouV4?key=RQsdaZnR6zkhwznCm_Ph05yn" alt=""><figcaption></figcaption></figure>

2. **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 on **“Open Builder”**, to create the flow with your actions and conditions.\ <br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdEQH4kz5juA2N70gMP3UTBGUldxirzMb5TmdFPK_DKefyM_KEr8PkVtJlpofDuxMs57luZ0ty-5wem3GVTu-9ygdhAxqXFqPAQDSUcH6mJ_cmW2M07mrJ-RTayVwgGbruWZmz7yQ?key=RQsdaZnR6zkhwznCm_Ph05yn" alt=""><figcaption></figcaption></figure>

3. **Building the Flow:**

{% embed url="<https://youtu.be/2bAa3OBjvys>" %}

{% hint style="warning" %}
&#x20;**1. We will retrieve all Leads whose main company is the same main company as the Lead that executes this action.**

**2. From the Leads obtained, we will select the Lead with the oldest recorded creation date.**

**3. We will update the source of the Lead that executes this action to the same source as the oldest Lead.**
{% endhint %}

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;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdHpPfHXgiK61zvvyrBfc9w6I_g3wt-fvlZTE5d1L2z4e2tx2nlK2zSK5AypEODCf4lno45wdIAUPARbxBqjgUd7ZG12CinCx4vVHUPmyxzyxw9omp-NhqMeVKa2erG9-Vl9cSVCg?key=RQsdaZnR6zkhwznCm_Ph05yn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd3Yn8k5PKSL3d_YcCwT99rbxJ-VfcocQ1KLWqMuUI-pjP0DpxsjdwmEpozNbDk9DdFKSscodKsijuj_pLX74wyLTWVSSZiEuXDk0HqB1c_dqBBlMfavfIQKWR1mGW9p641sIGk?key=RQsdaZnR6zkhwznCm_Ph05yn" alt=""><figcaption></figcaption></figure>

In the Lead history, synchronization, source updates, and the assignment of the Lead owner linked to the source will be recorded.&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FYZXXLvtziKsHxjNysYj3%2Fimage.png?alt=media&amp;token=56309dc8-1a82-4dd2-ac60-4ea42f3d0eb9" alt=""><figcaption></figcaption></figure>

**CONCLUSION:**&#x20;

Using the action of synchronizing the Lead source in SprintHub brings several benefits to the efficient management of Leads. This feature allows information to be centralized, ensuring that all Leads associated with the same company share the same source and are properly organized. In addition, it improves visibility into the update history and makes it easier to assign responsibilities, optimizing processes and strengthening integration between teams. It is a practical and strategic solution for those looking to consolidate data and improve efficiency in Lead tracking.


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