Hot Lead Notification Setup

Owned by marketingautomation (Deactivated)
Oct 24, 2018
1 min read

1. Go to "Visual Workflows" selection under the "Automations" navigation drop down. Choose "New Workflow". Name it "Hot Lead Notification.

2. Click on the plus button and select trigger, and then choose *has the lead score". Make the lead score 100 and then select "or more" for the comparison.

3. Next add the action by clicking on the next plus button. Now you will choose "Send a notification to user" and select the client you set-up in the sub-account.

4. Finally hit okay and move the slider at the top labelled "Workflow is active".