How to assign a lead form to sales team
Administrator
Last Update één jaar geleden
STEPS:
1.Go to Automation
2.Click Create WorkFlow → Start From Scratch
3.Click Trigger
4.Choose Work Flow Trigger → Form Submitted
5.Select Filter ‘Form in’
6.Select your created lead form
7.Then Save Trigger
8.Then Click Trigger
9.Search ‘Facebook Form Lead Submitted’
10.Then Select Workfolw Trigger → Facebook lead form submitted
11.Then Set Filter → in form → Select Standard Form
12.Then Save Trigger
13.Then Click Action
14.Search ‘Create Update Opportunity’Â
15.Then Select Pipeline → Pipeline Stage →
16.Opportunity Name →{{Contact.name}}
17.Opportunity Source → {{Contact.source}}
18.Fill Lead Value
19.Then Save
20.Then Click Action
21.Search ‘WhatsApp’
22.Then Select WhatsApp Template
23.Save Trigger
24.Then Click Action
25.Search ‘Assign User’
26.Then Action Name → Select Users Name → Then Split Traffic → Equality
27.Save Action
28.Then Click Action
29.Search ‘Send Internal Notification’
30.Action Name Internal Notification → Select Your Type Of Notification
- Notification
- Sms
31.Then Save Action