Answered

Automated Lead Status

I'm likely just doing something wrong, but something that drives me INSANE is the fact that leads that have been contacted via email, where the email activity even shows up in the lead account, are not automatically converted from NOT CONTACTED to CONTACTED.

Is this not possible?  If it is, how does one set that up?

2

Comments

1 comment
  • Hi Eric

    I believe this is designed to be a manual process so you would change the status prior but you could easily add some workflow automation and/or use a Zap to change it.

    One way I can see is to use a stage change to send an email rather than the built in. Another is to create a custom field called "email for automation" and copy the email address there upon lead creation. Then use Workflow Automation to send to that field.

    Let me know if this helps. If you want to learn more about how to use these tools with Insightly, visit https://74systems.com/insightly/.

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: While I'm not a direct employee of Insightly, I am a member of their Hero program and recognized as an experienced power user. I'm also a big fan. I use Insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert II, PandaDoc Pro and a Piesync Expert.

    0
    Comment actions Permalink

Please sign in to leave a comment.