Field to indicate if a lead has been contacted by a BDR in the last 30 days

[acarbonneau]

We have a deal field called "Qualified by BDR" that we use to indicate which BDR qualified a lead, resulting in a new opportunity. 

Occasionally, our BDRs will do outreach to a lead, but the lead will book via one of our generic demo booking pages rather than the link provided by the BDR.  

I want to create an automation to add the appropriate BDR to the qualified by BDR field when a lead books a demo via a marketing landing page, but a BDR has actively engaged within the last 30 days?  I am struggling with how best to build this automation and would love any insight or suggestions.

[DDiana · Accepted solution]

Hey @acarbonneau! This can be done with a contact event-type workflow. Your trigger needs to be Has completed form submission (choose that generic demo booking form you are referring to)  AND only enroll contacts who have Last contacted is less than 30 days ago. 
However, that last contacted can include other sources like marketing emails, not just your BDR communication. So depending on your setup, you might need to further filter based on associated object Email, and filter on subject line or sender. 

Then action edit Deal -> Property Qualified by BDR -> Choose data variable and set it to contact owner (or whatever property you use at the contact level to track who was the BDR who reached out to the contact)
Hope that helps! 🙂