Assigning Lead Source from Sales Extension

[DCrinnion]

Hi All,

Could I ask for opinions on how to assign a Lead Source based on someone being created via a Sales Extension?

We currently do Lead Source Assignments (such as forms) via having an active list where prospects get put in when theyve done actions such as form submissions. However I am sttruggling to find a trigger for a workflow where a prospect gets Created via a Sales extension therefore set the lead source to …

[Jonas_De_Mets]

Hi @DCrinnion,

Not sure if I understand your question correctly, but the new Record Source values would be “Sales Extension” for these records: View and use record source properties

Could this serve as your workflow criteria ar am I missing something?

Best regards,