Introduction

Stay organized and make the most of every lead with this automation template. Whether you are a sales agent or a business owner, you can ensure no lead goes unnoticed by automatically creating a contact in LionDesk and updating their hotness level to reflect engagement.

Trigger Event

New Lead or Contact Engagement

This workflow automatically starts when a new potential customer engages with your business. It could be someone filling your form, reaching out via a channel, or being added to your lead list.

Actions

1. Create Contact in LionDesk

When triggered, the workflow first creates a new contact in your LionDesk account. Key contact details like first name (for example, John) are captured—ensuring every lead is safely stored and ready for further action.

2. Update Lead Hotness

Immediately after the contact is created, their 'hotness' level is updated to reflect their engagement (for example, setting it to 'Warm'). This helps your sales team quickly identify which leads are more likely to convert, allowing you to prioritize follow-ups and customize your approach.

Benefits

• Saves time by reducing manual data entry
• Ensures every lead is properly tracked and categorized
• Helps your sales team focus on leads most likely to convert
• Simplifies your lead management process in LionDesk

Get started today and transform the way you handle contacts and hot leads!