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.

Setting Up Custom Fields #

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, 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 to, for example, Opportunity Details.

Once your custom field is ready, the next step involves creating a survey that will capture the necessary information 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 amid your Custom Fields and drag it into place.

Once your Survey is ready, click the “Integrate” option and generate a link for the survey. This link can be shared with leads or embedded in your communication channels.

Setting Up the Workflow #

Let’s set up a workflow to automate the update process. To start, 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 upon clicking the tag icon.
• Create any other fields you deem necessary, then click Save Action.
• Add any extra actions you want, then publish and save the workflow.

Testing Your Setup #

To ensure everything is working as expected, conducting a test is essential:

• 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.

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.

Frequently Asked Questions #

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.

What custom field should I create for lead value? #

Create a Number or Monetary custom field named “Lead Value” and direct it to the appropriate location, such as Opportunity Details.

Which trigger should the workflow use? #

Set the workflow trigger to “Survey Submitted,” then add a filter to target the specific survey you created.

How do I map the survey response to the opportunity value? #

In the Create Opportunity action, select the Opportunity Value field, click the three-dot icon, choose Dynamic, and map it to your Lead Value custom field.

How do I confirm the automation is working? #

Submit a test survey with a known value, then check the Opportunities section to verify the new opportunity appears with the matching value.