What is it?

You can now use association actions in lead based workflows. Additionally, the Lead object may now be used as the associated record in any of the association actions. Actions affected include

• Create associations
• Apply association labels
• Update association labels
• Remove association labels

Why does it matter?

Last year, we introduced workflow actions that let users automate how they manage associations across Contacts, Companies, Deals, Tickets, and custom objects. Since then, the top customer request has been to extend that same flexibility to the Lead object. With this update, we’re delivering on that feedback, giving teams the ability to seamlessly include leads in their automated processes to reduce manual work and ensure data consistency across the entire CRM.

How does it work?

Association actions are available in lead based workflows.

Lead records may be used as associated object where association actions are available today.

Who gets it?

Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise, Data Pro, Data Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise, Smart CRM Professional, Smart CRM Enterprise

Learn More:

Learn more on the Knowledge Base