Overview
Sales workflow automated events in SalesExec allow administrators to automate actions based on lead activity and defined conditions throughout the sales process. These events remove the need for manual intervention by triggering predefined actions when specific criteria are met.
Automated events help enforce consistent processes, improve response times, and ensure leads move through the sales workflow according to your business rules.
Key Functionality
Automatically trigger actions at key points in a lead’s lifecycle.
Support multiple trigger types, such as new lead creation or completed actions.
Apply one or more actions when event criteria are met.
Use lead-based criteria including source, campaign, status, ownership, and field values.
Control execution timing using optional delays and execution windows.
Reduce manual workload while maintaining consistent workflow enforcement.
How to Use This Feature
To create an Automated Event for new leads:
Navigate to More > Settings > Automated Events.
Click the green Add Automated Event button and start by adding a descriptive name for your Automated Event. Then, assign the trigger type either New Leads or Action-Based, and make sure to select the correct record type for this event.
*The New Lead Automation qualifier is being used specifically for the purposes of this article to create automation that will apply to all new leads. You can reference this article for details on the other available qualifiers.
After creating the Automated Event, make sure to add criteria. This criteria is scanned by SalesExec each time a new lead is posted and determines how the lead will flow through the system.
The criteria can be based on system fields such as Lead Source, Campaigns, or Marketing Channels, or on lead fields containing a specific value. It can also be triggered by the number of actions taken on a lead.
Once the criteria has been defined, select the event(s) that will occur after the criteria is matched by a lead. These actions can include changing the lead status, adding the lead to a nurturing campaign to start automated messaging, sending a specific email, updating a lead field, or triggering a webhook to send information to a third-party platform through the Webcall event.
To test your New Lead Automation, create a new test lead and verify that the configured action is performed as expected.
If your automation is set to send an email template or add the lead to a nurture campaign that will send an email template, be sure to create your test lead with an email address that you have access to so you can confirm that the email is delivered to the inbox.
Best Practices
Use specific and intentional criteria to avoid triggering events for unintended leads.
Keep automated events focused on a single purpose whenever possible.
Test each event thoroughly before enabling it for production use.
Document the intent of each automated event so other administrators understand its function.
Periodically review automated events to ensure they still align with current sales processes.
Troubleshooting
If leads are not entering the automated event, review the criteria to ensure they match the lead’s attributes.
If actions are not executing, confirm that each action is properly configured and active.
Verify that delay settings or execution windows are not preventing the event from running.
Check lead activity or automation logs to identify where execution may be failing.