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Automation · CRM

Hot-Lead Escalation

High-budget leads get manager approval, then jump straight to the Hot stage.

Structo·v1.0.0·4 steps
New lead createdTRIGGERBudget ≥ threshold?LOGICManager approvalFLOWMove to Hot stageACTION

What it does

When a lead's budget clears a threshold, the workflow routes it to a manager for approval and, once approved, bumps it to your Hot pipeline stage.

TriggerLogicFlowAction
Requirements
lead_center

Your workspace checks compatibility before anything installs.

You'll be asked for
  • Budget thresholdnumber
  • Approveruser
  • Hot stagepipeline_stage