Steps and Criteria Available for Leads Automations

The Leads entity in Bullhorn Automation represents a lead record in Bullhorn ATS. This article covers the automation steps, list criteria, and merge tags available for the Leads entity.

Supported Automation Steps for Leads

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

Add New Step panel listing the automation steps available for lead-based automations, including Update Lead.

Supported List Criteria for Leads

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

List Settings panel showing the criteria categories available for lead-based lists, including Leads standard and custom fields, Activity, Note, Tearsheet, Skills, and Specialties.

Merge Tags Available in Leads Automations

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 Specialties %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.