Overview
Sales workflow automated events in SalesExec allow administrators to automatically apply logic to leads based on defined triggers and conditions. When creating an automated event, you must choose how the event is triggered, which determines when SalesExec evaluates leads and executes actions.
There are two trigger options when creating an automated event:
New Leads: The event runs when a lead is first created in the system.
Action-Based: The event runs when specific actions are triggered on a lead.
Automated events help enforce consistent workflows, reduce manual effort, and ensure leads are processed according to your business rules.
Key Functionality
Create automated events triggered by either new lead creation or lead actions.
Evaluate leads based on system fields, lead fields, or action counts.
Execute one or more actions after criteria is met.
Support actions such as status changes, automated messaging, field updates, and external integrations.
Apply consistent logic across all qualifying leads without user intervention.
How to Use This Feature
Creating an Automated Event
In SalesExec, navigate to More > Settings > Automated Events.
Click Add Automated Event.
Enter a descriptive Automated Event Name that clearly explains what the automation is intended to do.
Select the Trigger Type:
New Leads:
The automated event runs when a new lead is created. This option is typically used for initial lead handling, such as setting statuses, sending welcome messages, or adding leads to nurturing campaigns.Action-Based:
The automated event runs when specific actions are triggered on a lead. This option is used when automation should occur only after certain events, such as an information change, an email being sent, or another system action taking place.
Select the appropriate Record Type to ensure the automated event applies to the correct lead records.
The New Lead Automation qualifier can be used to apply automation broadly to all newly created leads. Other qualifiers can be used for more targeted scenarios.
Defining Criteria
After the automated event is created, criteria must be configured. SalesExec evaluates this criteria each time the selected trigger occurs.
Criteria determines whether a lead qualifies for the automated event and can be based on:
System fields such as Lead Source, Campaign, or Marketing Channel
Lead fields that contain a specific value
The number of actions taken on a lead
Combinations of multiple criteria rules
Only leads that meet the defined criteria will move forward to Event execution.
Defining Events
Configuring Events (Actions)
Once a lead matches the criteria, SalesExec executes the configured Events. Multiple Events can be added to a single automated event, including:
Changing the lead status
Adding the lead to a nurturing campaign to start automated messaging
Sending a specific email template
Updating one or more lead fields
Triggering a Webcall event to send lead data to a third-party platform
Actions are executed in the order they are configured.
Best Practices
Choose the correct trigger type based on when the automation should occur.
Keep criteria specific to avoid unintended lead qualification.
Use action-based automated events when timing depends on user or system behavior rather than lead creation.
Test automated events with sample leads before enabling them for live traffic.
Use clear naming conventions so administrators can quickly understand each event’s purpose.
Troubleshooting
If an automated event does not run, confirm the correct trigger type was selected.
Verify that criteria matches actual lead data or action conditions.
Ensure all configured actions are valid and active.
Review lead activity history to determine whether the trigger occurred and whether criteria was met.
For Webcall actions, confirm the external system is properly configured to receive the data.