recreating lead stage progression

[MarlaM]

doesn’t anyone have a workflow template that recreates these lead pipeline stage automations? These toggles aren’t available for new lead pipelines, so i need to create custom workflows to progress leads (for the new pipeline) to the next stage, just like the default automations show. I want to create 2 workflows

1- move leads to “attempting” stage when a user completes an outreach to a lead.

2 - move leads to connected when a lead connects with the lead owner.

[chighsmith]

Hi @MarlaM,
Thank you for posting to the Community! I’d like to tag in some Subject Experts to see if they have any suggestions!
Hi @danmoyle @GeorgeBThomas and @franksteiner79 I hope you all are having a wonderful day! Do any of you all have any ideas for @MarlaM?
Cassie, Community Manager

[danmoyle]

Hi @MarlaM and welcome to the Community. While I don’t have a template, here’s how I’d tackle this.

For the first one. “Move Leads to ‘Attempting’ When Outreach is Completed”:

• Trigger: The workflow should be triggered when an outreach action is logged for a lead (such as logging a call, sending an email, or logging a meeting).
• Action: Set the “Lead Stage” property of the lead to “Attempting.”

Here’s what you would then do.

1. Create a contact-based or lead-based workflow.
2. Make the enrollment trigger “Activity is logged” (call, email, meeting, message, etc.) on the record.
3. Then set the workflow action as “Set property value ‘Lead Stage’ to ‘Attempting’.”

Note: You may need to use “Activity property” triggers or filter for types of communication relevant to your process (like only calls/emails marked as “outreach”).

Now for the other ask, “Move Leads to ‘Connected’ When a Lead Connects With Owner” :

• Trigger: The workflow should be triggered when there is engagement from the lead, such as a reply to an email, a meeting booked and marked completed, or a call outcome logged as “Connected.”
• Action: Set “Lead Stage” to “Connected.”

Setting this one up should look like this:

Use a workflow triggered by one of these criteria:

• The outcome of an activity is set to “Connected,” or
• An email reply is received, or
• A meeting outcome is marked as “Completed” and associated to the lead.

Your workflow action would then be “Set property value ‘Lead Stage’ to ‘Connected’.”

These criteria will rely on associating engagement outcomes with the correct lead record. Hopefully that helps!

[MarlaM]

Before I got your response, this is what i ended up doing for the first (move lead from new to attempting) and second (from lead from attempting to connected) workflow, let me know your thoughts. Thank you!