Workflows Recipes / Sync lead status

A lead's status changes a dozen times across their journey. First touch, attempting to contact, meeting booked, recycled, rejected, closed. Every stage matters for reporting, forecasting, and routing, but the rep is too busy actually working the lead to keep the CRM in sync at each step.

This recipe is a family of workflows. Each one watches for a single moment in the lead's journey and updates the lead status field accordingly, so the CRM mirrors reality automatically.

How the workflows work

Each workflow is small and focused. One trigger, one action, one field update. Build a separate workflow for each stage you want to track.

Common stages teams automate:

• New contact created: Sets lead status to Attempting to Contact
• Sequence started: Sets lead status to Attempting to Contact (for existing leads who didn't already have it)
• Meeting booked: Sets lead status to Meeting Booked
• Sequence completed with no reply: Sets lead status to Recycled or Nurture
• Call logged with a rejection disposition: Sets lead status to Rejected

Each workflow is built from scratch and follows the same structure. Open Workflows, click New workflow, and start with a blank canvas.

1. Add a trigger for the stage you want to capture (Contact created, Sequence started, Meeting booked, Sequence completed with no reply, or Call logged).
2. Add filters as needed. For example, on Call logged, set the Call disposition to the specific outcome that should mark the lead as Rejected.
3. Add an Update CRM field action. Pick your CRM's lead status field and set the value for that stage.
4. Hit Launch.

Repeat the process for each stage. Most teams end up with five to seven of these workflows running quietly in the background, keeping the CRM aligned across the lead lifecycle.