Automating lead value updates through survey submissions saves time and keeps your data accurate. This guide walks you through setting up custom fields, creating surveys, and configuring workflows that automatically update lead values based on survey responses.
Setting Up Custom Fields
Before setting up the survey and trigger, you'll need to create a custom field for lead value. Here's how:
Navigate to the Settings section within your account. Select the "Custom Fields" tab, where you'll click + Add Field.
Create a new custom field using a Number or Monetary field.
Name your field "Lead Value" and fill out where this information should go, for example, Opportunity Details.
Once your custom field is ready, the next step is creating a survey to capture the information needed to update the lead value.
Setting Up Your Survey
Go to the Survey tab inside the Sites Section and create a new survey or select an existing one.
Add questions that will help determine the lead's value. This will vary greatly depending on how you calculate your prices, so for demonstration purposes, we'll skip adding the questions. Once you've added them, look for the Lead Value field among your Custom Fields and drag it into place.
Once your survey is ready, click the "Integrate" option and generate a link for it. You can share this link with leads or embed it in your communication channels.
Setting Up the Workflow
Now let's set up a workflow to automate the update process. Navigate to the Workflows tab inside the automation section and create a new flow.
Click + Add new trigger and set it as "Survey Submitted."
Click "+ Add Filters," and select the specific survey you've created.
Add the action "Create Opportunity" and click "Add Field."
Select the field Opportunity Value, click the three-dot icon, then select Dynamic.
Select the custom field you created earlier from the menu that opens when you click the tag icon.
Create any other fields you need, then click Save Action.
Add any extra actions you want, then publish and save the workflow.
Testing Your Setup
To make sure everything's working as expected, run a test:
- Fill out the survey with a test lead value (e.g., 400$).
- Submit the survey and navigate to the "Opportunities" section of the CRM.
- Verify that the new test lead appears with the correct value (e.g., 400$) as specified in the survey response.
Automating lead value updates through survey submissions streamlines your lead management and keeps your data accurate and current. Following these steps, creating custom fields, designing effective surveys, and configuring automation workflows, lets you capture and manage lead values with minimal manual effort.
Frequently Asked Questions
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.