topic Re: Workflow to create a lead in Tips, Tricks & Best Practices

Workflow to create a lead

TSansico — Fri, 30 Aug 2024 09:01:28 GMT

We've been using the prospecting workspace since it got out, and I see it catching up on what was missing in first place, so that's good.

We are starting to heavily use it, but still, some things are missing such as the ability to trigger the creation of lead by a workflow.

Here is a concrete example, whenever a form is filled in on our website, I'd like to create a lead automatically for a given user (based on some rules we apply).

Today I can't, I have to create a task for someone to create the lead manually, that's a shame

Re: Workflow to create a lead

franksteiner79 — Sat, 31 Aug 2024 05:22:55 GMT

Hi @TSansico

What subscription level do you have?

It is certainly possible to create new leads via workflows - you simply need to create a new record and select the lead object.

Can you share what you have set up so far?

Frank

Re: Workflow to create a lead

TSansico — Mon, 02 Sep 2024 09:40:43 GMT

That is indeed doable, thanks franck!

Re: Workflow to create a lead

TSansico — Tue, 01 Oct 2024 07:54:37 GMT

Yeah sorry, in the meantime I managed to do it, it works well. Funny enough, I launched it today

Re: Workflow to create a lead

GTorres-Soler — Mon, 07 Oct 2024 23:58:07 GMT

Can you share this example, Frank? I'm trying to set this up now and feel lost!

Re: Workflow to create a lead

karstenkoehler — Tue, 08 Oct 2024 04:11:39 GMT

@GTorres-Soler @TSansico following up with a screenshot for more detail here.

In a contact-based workflow, click the + sign and find the workflow action "Create record", from the dropdown you can then select the lead object and specify any fields you'd like to populate upon creation.

Hope this helps!

Re: Workflow to create a lead

ThomasGuns — Mon, 23 Jun 2025 10:29:30 GMT

Hi, I don't have this option. Which is a bit strange to me. Based on a new lead property to be yes/no I want to create a new lead for another sales person. But I can only create contacts or deals. No leads...

Re: Workflow to create a lead

KG6 — Tue, 30 Sep 2025 20:24:02 GMT

I believe you have to have either a Contact or Company based trigger for you to get the option to create a Lead record.