You can automate lead actions based on when opportunity or account custom fields change. That means that you can send someone an email when a field on their opportunity has been modified.
This allows you to incorporate your sales process in automation and create quick follow-ups when leads are at a certain point.
This article will provide information on account fields in automation.
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Automation with Account Fields
Automate lead actions based on account changes. Within automations, select the Account category to define your trigger. Account triggers can be found in visual workflows and opportunity workflows. To learn more about how automations work, read our Creating Visual Workflows or Creating Opportunity Workflows article.
The Account category supports the following triggers:
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Account automation fields are located under the account category. The following rules are available as triggers or filters:
- has the field
- is owned by
- is added to an Account
- is added to an Account with the tag
Has the Field
The has the field rule creates automations based on when specific account fields change. This rule can be used as a trigger or filter.
Important: Any actions placed after this rule will apply to all leads associated with the account.
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The has the field rule includes the following system account fields:
- Custom Fields
- Name
- Description
- Industry
- Annual Revenue
- Number of Employees
- Year Started
- Website
- Phone
- Fax
- Owner ID
- Billing Street Address
- Billing City
- Billing State
- Billing Postal Code
- Billing Country
- Shipping Street Address
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
Is Owned By
The is assigned to rule checks to see if the account is assigned to any owner, or if the account is assigned to specific owners. This rule can be used as either a trigger or filter. Owners are selected from a drop-down list of all available owners.
In addition to is owned by, the is not owned by option is also available. However, is not assigned to can only be used as a filter.
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Is Added To an Account
The is added to an Account rule allows you to schedule actions based on when a contact is added to an account. This rule will only schedule actions to the lead that is added to the opportunity. This rule can be used as a trigger or filter.
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Is Added To an Account with Tag
The is added to an Account rule allows you to schedule actions based on when a contact is added to an account, when that account has a specific tag. This rule will only schedule actions to the lead that is added to the opportunity. This rule can be used as a trigger or filter.
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