Automation Flows - Synchronize lead source

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

This action is also in the 360º SAC and CRM Automations.

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

Segments

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. We will obtain all Leads where their primary company is the same primary company as the Lead that triggers this action.

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

3. We will update the source of the Lead that triggers this action to the same source as the oldest Lead.

4. Save the Automation Flow:

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

• Published: When selecting "YES", the flow will start functioning immediately;

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

In the Lead history, the synchronization, source updates and the assignment of Lead responsibility linked to the source will be recorded.

CONCLUSION:

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