How to Automate Lead Conversion via Workflows

Overview:
Automating conversion saves time by turning qualified leads into deals based on defined criteria—no manual clicks needed.

Steps:

1. Go to Automation & AI → Workflows.

2. Click + New Workflow and choose Lead Conversion template.

3. Set the Trigger (e.g., “When Lead Status = Qualified”).

4. Add an Action: “Convert Lead to Deal” and specify pipeline/stage.

5. Activate the workflow and monitor its runs.

Tips & Best Practices:

• Test on a small segment first to avoid unintended conversions.

• Include a delay (e.g., 1 hour) after qualification to allow reps to review.

• Log a task or notification to alert the rep post‑conversion.

Troubleshooting / FAQs:

• Q: Workflow isn’t firing.
  A: Confirm the trigger condition exactly matches the lead status change and the workflow is Active.

• Q: Deals created by workflow lack owner.
  A: In the action settings, set “Assign deal owner” to the lead’s owner.