We've added a powerful new feature!
You can now include a
lead value
when adding or updating contacts in your CRM via our
automation workflow
.
What's New?
  • Lead Value:
    Add the value of each lead directly to your CRM when updating or adding contacts.
Why this matters:
Gain instant visibility into potential value leads, enabling more targeted and effective follow-ups.
How it works:
  1. Go to your
    Automation Workflow
    in the
    Operations
    section.
  2. Select
    Add/Update Contact in CRM
    .
  3. Select Pipeline and Pipeline Stage.
  4. Simply input the
    Lead Value
    field.
By automating lead value input, your team can prioritize high-value leads more efficiently and make data-driven decisions faster.
Now you can easily track the potential value of each lead and prioritize them like a pro!
Explore this new feature now
!