Workflows · Triggers
Lead Stage Change
Starts a workflow when a lead enters, leaves, or becomes stale in a pipeline stage.
What it does
Watches a selected pipeline and starts the workflow when the stage event you chose occurs.
When to use it
Use it to notify a salesperson, send a follow-up, or prepare the next action after a lead moves through your pipeline.
How to use it
- 1Choose a pipeline.
- 2Optionally choose specific stages.
- 3Choose Entered, Left, or Stale.
- 4Connect the trigger to the next step.
Settings
- Pipeline.
- Optional stages.
- Stage event: Entered, Left, or Stale.
Tips
- • Use one workflow per meaningful business transition.
- • For stale leads, make the next action clear so the owner knows what to do.