Create Leads in IFS
The "Create/Update Lead" Action
This Action is available, and may be triggered, in multiple places in the Paminga platform:
- Form Builder: Trigger lead creation when a form is submitted
- Lead Scoring Thresholds: Trigger lead creation when a prospect's lead score crosses a threshold
- Drip Series & Workflow Goals: Trigger lead creation when a goal is achieved
Settings for the Create Lead Action
Create or Update
If Paminga finds that this lead already exists in IFS CRM, the lead will be updated. Otherwise, a new lead will be created.
In either case, the fields that are written to are controlled by your Field Mappings.
Create Leads Conditionally
Wherever the Create/Update Lead Action is available, Paminga gives you explicit control over whether a Lead will be created in IFS, or another action taken (you may want to send a notification or create a Case rather than creating a Lead).
These are called Conditional Actions in Paminga.
Using a form submission as an example, it's likely that you don't want every form submission to cause a Lead to be created.
Rather, you add conditions to ensure that your prospect meets your qualifying criteria. Only then is a Lead created in IFS.
Create a Lead with A Conditional Action
The Lead's Note
Every Create/Update Lead Action writes to the IFS lead's Note. You don't switch it on — Paminga always sends it. What goes in depends on what triggered the action:
- A form submission: a summary of the submission — the form's name and every field your prospect filled in.
- Anything else (a list import, a workflow, a lead scoring threshold): nothing, unless you map a contact field.
To put your own text on the lead — the name of the campaign or trade show a list came from, a note from your CSV — map a contact custom field to the Note row on your
. Paminga sends that field's value on every create and update, in front of any form summary. A Set Field Values action on your list import (or a column in the CSV) is the usual way to fill it.
When Paminga updates a lead that already has notes, the new note goes on top of what's there, stamped with the date and time. Nothing is overwritten, and when there is nothing new to say the lead's notes are left alone.
Fields That Will Be Touched
Paminga will honor your Field Mappings when creating or updating Leads in IFS:
Paminga will only write to fields you have selected to be synced "up" to IFS via
