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:

See the documentation on Lists for more information.

The following criteria categories are supported with lead-based lists and advanced search:

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.