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Lead Created Trigger

The "Lead Created" trigger starts a workflow whenever a new lead record is created for a contact in Exabloom.

By default, this trigger activates for ALL newly created lead records.

Common Configuration: Filtering When the Workflow Should Trigger​

Since you may not want the workflow to trigger for every lead created, it's common to set up filters to control when the workflow runs.

Example Use Cases for Filtering:​

1️⃣ Trigger only for leads from a specific source (e.g., Facebook Ads, Website Forms, WhatsApp, etc.).

  • Filter by "Lead > Source" equals "Facebook Ads" (or any other source).

2️⃣ Trigger only for high-priority leads (e.g., leads interested in premium services).

  • Filter by "Lead > Interest" equals "Premium Service"

3️⃣ Trigger only for leads created during or outside working hours.

  • Filter by "Lead > Created At" time is before 9:00 AM OR after 6:00 PM

What Happens Next?​

Once the trigger activates and any filters are met, you can configure the workflow to:
✅ Send an automated welcome message to the lead.
✅ Assign the lead to a specific team member.
✅ Add the lead to a follow-up sequence.
✅ Notify the sales team via email or Slack.

By setting up filters effectively, you can ensure that your workflows trigger only when needed, making your lead management process more efficient! 🚀