Automating Lead Worth Based on Survey Input

Modified on Tue, 3 Sep at 3:57 PM

Establishing Custom Fields

Before integrating survey responses into your lead management system, it's essential to create a custom field to store the lead's value. Follow these steps to set it up:

1. Navigate to the CRM’s Settings area.

2. Click on the “Custom Fields” option.

Custom Field Settings

Custom Fields Section

3. Create a new custom field by selecting the "Single Line" type and label it "Lead Worth." Although numerical values are preferable, you can also test other formats such as text or currency.

Creating a Single Line Custom Field

Naming the Custom Field

Designing and Connecting Surveys

Once your custom field is established, the next step is to design a survey that gathers the necessary data to update the lead's worth:

1. Go to the CRM’s survey section and either create a new survey or select an existing one.

2. Include questions that help ascertain the lead's worth. For example, add a question that directly asks for this value.

3. In the survey’s settings, locate the “Integrate” option and generate a link. This link can be shared with potential leads or embedded into various communication channels.

Survey Creation

Survey Integration

Configuring the Automation Workflow

Triggers are key to automating the update of lead values. Here’s how you can configure one:

1. In the workflow section, add a new trigger.

2. Set the trigger condition to “Survey Submitted” and select the specific survey you've designed.

3. Choose the action “Add/Update Opportunity,” and for the lead worth, select the custom field you created earlier.

4. Publish the workflow.

Setting Up Triggers

Validating Your Configuration

To ensure that everything operates as expected, you should conduct a test:

1. Complete the survey using a test lead value (e.g., 497).

2. Submit the survey, then check the “Opportunities” section in the CRM.

3. Confirm that the new test lead is displayed with the correct value (e.g., 497) as specified in the survey response.

Troubleshooting and Common Questions

What if the lead worth doesn’t update? Recheck the trigger settings and confirm that the correct survey and custom fields are selected.
Can this method be used with various custom field types? Yes, while numerical fields are tested, you can also experiment with text and currency fields.