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Automations

Qualified lead to opportunity

128 runs · last 9m ago

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How it works

  1. TriggerA lead is qualified in a conversation
  2. Only ifThe lead score is 70 or more
  3. Action 1Create an opportunity at the New stage
  4. Action 2Assign it by region: UK to Hannah, Nordics to Sam
  5. Action 3Post the agent's summary to the owner

Recent runs

  • Priya Nandakumar9m agoCompleted
  • Erin Walsh10 OctCompleted
  • Mateo Garcia7 OctSkipped