Lead Source as Automation Condition
At present:
IF type = Customer
IF status = Active
Needs:
IF LeadSource = <selected>
This automation would enable based on lead source where and whom to send creating tremendous flexibility including the immediate dispatch of web form leads to say a designated dispatcher.
floridalicensedcgc.com
shared this idea
Hello!
Lead source is now available as a condition for contact and job, event based, automations. You can set up additional lead sources in the settings page, which will then show in the lead source dropdown of the automations. Please let me know if you have any questions.
Thank you,
Adam Keys
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John Esh
commented
I would really like to be able to assign automatic actions based on contact lead source. For instance, send a specific email template to each contact created, which varies according to lead source. That way I can personalize the messaging according to where they're coming from.
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Elizabeth Sanicola
commented
This would be particularly useful given the new Zapier integration, thanks!