Leads
The Leads entity can be leveraged throughout the Automation platform.
Automations
See the Automation Steps article for more information about each step.
The following steps are supported in lead-based automations:
- Add Wait
- Add Branch
- Send Email
- Send Text
- Send Engagement
- Send Notification
- Add Task
- Add Note
- Update Lead
- Webhook
- End Automation
List & Search
See the documentation on Lists for more information.
The following criteria categories are supported with lead-based lists and advanced search:
- Leads standard & custom fields
- Activity
- Note
- Tearsheet
- Skills
- Specialties
Merge Tags
Review the Merge Tags Explained article for more information.
The following standard fields can be found in Lead-based automations:
| Merge Tag Name | Tag ID |
|---|---|
| Lead Additional Skills | %SKILLSET% |
| Lead Address | %ADDRESS1% |
| Lead City | %CITY% |
| Lead Comments | %COMMENTS% |
| Lead Company URL | %COMPANYURL% |
| Lead Country Code | %COUNTRYCODE% |
| Lead Country Name | %COUNTRYNAME% |
| Lead Date Added | %DATEADDED% |
| Lead Date Last Modified | %DATELASTMODIFIED% |
| Lead Email | %EMAIL% |
| Lead Fax | %FAX% |
| Lead First Name | %FIRSTNAME% |
| Lead Industries | %INDUSTRIES% |
| Lead Is Anonymized | %ISANONYMIZED% |
| Lead Is Deleted | %ISDELETED% |
| Lead Last Name | %LASTNAME% |
| Lead Last Note | %DATELASTCOMMENT% |
| Lead Lead ID | %LEADID% |
| Lead Lead Source | %LEADSOURCE% |
| Lead New Company | %COMPANYNAME% |
| Lead Occupation | %OCCUPATION% |
| Lead Opted In - SMS Messages | %SMSOPTIN% |
| Lead Opted Out | %MASSMAILOPTOUT% |
| Lead Owner Calendar Link | %OWNERCALENDARLINK% |
| Lead Owner Email | %OWNEREMAIL% |
| Lead Owner First Name | %OWNERFIRSTNAME% |
| Lead Owner Full Name | %OWNERFULLNAME% |
| Lead Owner Last Name | %OWNERLASTNAME% |
| Lead Owner Phone Number | %OWNERPHONENUMBER% |
| Lead Owner Position Title | %OWNERPOSITIONTITLE% |
| Lead Phone | %PHONE% |
| Lead Priority | %PRIORITY% |
| Lead Role | %ROLE% |
| Lead Salary | %SALARY% |
| Lead Secondary Address | %SECONDARYADDRESS1% |
| Lead Secondary City | %SECONDARYCITY% |
| Lead Secondary Country Code | %SECONDARYCOUNTRYCODE% |
| Lead Secondary Contry Name | %SECONDARYCOUNTRYNAME% |
| Lead Secondary State | %SECONDARYSTATE% |
| Lead Secondary Zip | %SECONDARYZIP% |
| Lead Skills | %SKILLS% |
| Lead Specialites | %SPECIALTIES% |
| Lead State | %STATE% |
| Lead Status | %STATUS% |
| Lead Type | %TYPE% |
| Lead User Date Added | %USERDATEADDED% |
| Lead Zip | %ZIP% |
| All custom fields associated with Leads are supported as merge tags. | |
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