Advanced Use Cases: Automated Actions¶
Case scenario 1: when a Belgian lead is created, a 3-stars priority should be automatically applied.
Under Automations, click on Create and set the following rules:
Trigger: On Creation & Update
Apply on: Country > Country Name = Belgium
Action To Do: Update the Record
Data to Write: Lead/Opportunity > Value > 3
Check this doc in order to have another automated action example.