Lead scoring - update fields in CRM

Hey!

I would like to update a field in the CRM with the help of lead scoring.
Depending on what lead scoring points a lead have i want my status field in the CRM to be updated.

For example:

If the leads coring is between 0-99 i want my status filed (it is a drop down field) in the CRM to be Lead.

And when the lead has more then 100 points I want my status field in the CRM to be updated to Hot Lead

How do I create this flow?

0 James Brown over 4 years ago

Hi Alex,

If you click Create - Template - Alert/Update/CRM you can create an Update Contact template. These templates allow you to push values into fields.

Once you have created your Update Contact template you will need to go to your Lead Scoring threshold and add an Action to the threshold. The action for adding your Update Contact template is called Update Contact/Lead.

I hope this info helps,

James

James Brown

Professional Services Manager

SugarCRM
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0 Alexandra Gabriel over 4 years ago in reply to James Brown

So if i want the template to update the value in the filed: status to assigned from new, is this correct?

The field in the CRM that I want to update:
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