Automating lead value updates through survey submissions can significantly enhance efficiency and accuracy. In this guide, we will walk you through the process of setting up custom fields, creating surveys, and configuring workflows that automatically update lead values based on survey responses. By automating this process, you can save time, reduce errors, and ensure that your lead data is always up-to-date.
Before diving into the survey and trigger setup, it's crucial to establish a custom field for the lead value. Here's how to do it:
Navigate to the Settings section within your account.
Select the "Custom Fields" tab.
Create a new custom field using the "Single Line" field and name it "Lead Value." While numerical values are recommended (and tested), you may also experiment with text or monetary formats.
Once your custom field is ready, the next step involves creating a survey that will capture the necessary information to update the lead value.
Go to the survey section of the CRM and create a new survey or select an existing one.
Add questions that will help determine the lead value. For demonstration purposes, include a question that directly asks for the lead value.
In the survey settings, find the "Integrate" option and generate a link for the survey. This link can be shared with leads or embedded in your communication channels.
Triggers play a pivotal role in automating the update process. Here's how to set one up:
In the workflow, add a new trigger.
Set the trigger condition to "Survey Submitted" and select the specific survey you've created.
Choose the action "Add/Update Opportunity" and, for the lead value, select the custom field you created earlier from the dropdown menu.
Publish the workflow.
To ensure everything is working as expected, conducting a test is essential:
Fill out the survey with a test lead value (e.g., 497).
Submit the survey and navigate to the "Opportunities" section of the CRM.
Verify that the new test lead appears with the correct value (e.g., 497) as specified in the survey response.
By automating lead value updates with survey submissions, you streamline your lead management process and ensure that your data remains accurate and up-to-date. Following the outlined steps—creating custom fields, designing effective surveys, and configuring automation workflows—enables you to efficiently capture and manage lead values.
Q: What if the lead value doesn't update?
Double-check the trigger settings and ensure the correct survey and custom fields are selected.
Can I use this method with different types of custom fields?
Yes, while numerical fields are tested, you can experiment with text and monetary fields as well.
