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How to modify records using Workflows?

Modified on: Wed, 30 Oct, 2019 at 7:51 PM


Applicable plans
Sprout Blossom Garden EstateForest


How is it useful?

Keeping your CRM updated requires a lot of manual effort. With workflows, you can automate some of these activities like updating the status of a deal when it progresses up the pipeline or assigning a pre sales contact when a Contact’s status is moved to the Demo stage and so on.


Let’s see how to setup a workflow to update a field’s property.

Say you have a 


Scenario: When a lead’s last activity is more than 30 days ago, change Lead stage to Inactive. 


How to modify field property using workflows?



  1. Log in as an Admin > Admin Settings > Workflows > New Workflow.


  1. Add a, 

           Name: Update lead stage to Inactive.

           Description: When a lead is not contacted for more than a month, mark him as 

           an inactive lead.

                      

  1. Choose the Record type: Lead.


  1. Configure your Workflow’s, 

           Execution trigger: Once when it’s created or updated

           Conditions: Lead Property > Last contacted time > is greater than > 30 days

           

  1. Now choose an action from the drop-down.

           Action: Update Lead > Lead stage > Inactive


       6. Either Save & Start the workflow immediately or just Save it for now and activate it later.



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How to modify records using Workflows?

Modified on: Wed, 30 Oct, 2019 at 7:51 PM


Applicable plans
Sprout Blossom Garden EstateForest


How is it useful?

Keeping your CRM updated requires a lot of manual effort. With workflows, you can automate some of these activities like updating the status of a deal when it progresses up the pipeline or assigning a pre sales contact when a Contact’s status is moved to the Demo stage and so on.


Let’s see how to setup a workflow to update a field’s property.

Say you have a 


Scenario: When a lead’s last activity is more than 30 days ago, change Lead stage to Inactive. 


How to modify field property using workflows?



  1. Log in as an Admin > Admin Settings > Workflows > New Workflow.


  1. Add a, 

           Name: Update lead stage to Inactive.

           Description: When a lead is not contacted for more than a month, mark him as 

           an inactive lead.

                      

  1. Choose the Record type: Lead.


  1. Configure your Workflow’s, 

           Execution trigger: Once when it’s created or updated

           Conditions: Lead Property > Last contacted time > is greater than > 30 days

           

  1. Now choose an action from the drop-down.

           Action: Update Lead > Lead stage > Inactive


       6. Either Save & Start the workflow immediately or just Save it for now and activate it later.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial