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Lead Updated Trigger

The "Lead Updated" trigger starts a workflow whenever an existing lead record is updated in Exabloom.

By default, this trigger activates for all lead updates, but you can apply filters to trigger the workflow only when specific changes occur.

Common Configuration: Filtering When the Workflow Should Trigger​

Since not all lead updates require automation, it’s common to set up filters to control when the workflow runs.

Example Use Cases for Filtering:​

1️⃣ Trigger only when a lead moves to a specific pipeline stage (e.g., "Qualified" or "Closed-Won").

  • Filter by "Lead > Pipeline Stage" changed to "Qualified"

2️⃣ Trigger only when a lead’s status changes to "Interested" or "Not Interested".

  • Filter by "Lead > Status" changed to "Interested"

3️⃣ Trigger only when a lead updates their preferred appointment date.

  • Filter by "Lead > Preferred Appointment Date" changed

What Happens Next?​

Once the trigger activates and any filters are met, you can configure the workflow to:
✅ Send a confirmation message to the lead.
✅ Notify the assigned sales rep about the update.
✅ Move the lead into a specific follow-up sequence.
✅ Log the update in a CRM or send it to another system via webhook.

By applying filters effectively, you can ensure your workflows trigger only when necessary, keeping your lead management process organized and efficient! 🚀