Assign specific Team when creating new Lead

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  • WhiteHat
    Junior Member
    • Jun 2021
    • 10

    Assign specific Team when creating new Lead

    Hi guys,

    I'm receiving Leads from a website (via Wordpress Gravity Forms with a CRM plugin) but the created leads aren't entering with Assigned User or Team defined.

    I've managed to create a Workflow to assign users with the round robin approach, however I can't find a way to assign a Team automatically on each created Lead created with this method.

    Any hints? Thanks in advance.
  • lazovic
    Super Moderator
    • Jan 2022
    • 852

    #2
    Hello,

    Please try to set up Condition "Source equals..." and then choose Action "Link with Another Record" > Teams.

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    • WhiteHat
      Junior Member
      • Jun 2021
      • 10

      #3
      Hi Iazovic, that worked fine and actually makes all the sense. Thank you!

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