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Lead scoring - update fields in CRM

Alexandra Gabriel

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?

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  • 0

    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

    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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