What this workflow solves
When an MQL starts a sequence, update their CRM lead status automatically.
Your CRM should reflect what's actually happening with a lead. The moment an MQL gets added to a sequence, their status should move forward, from "MQL" to "Attempting to Contact" or whatever your team uses to mark active outreach. Doing it manually is small, repetitive work that reps forget. The result is a CRM that lags reality and reports that don't tell the truth.
This recipe catches the moment an MQL enters a sequence and updates their CRM lead status automatically, so your pipeline data stays accurate without anyone touching it.
How the workflow works
- Trigger: Sequence started
- Action: Updates the CRM lead status field
How to set it up
This recipe is already available in Amplemarket. Open Workflows, click New workflow, and choose Update status when MQL starts Sequence. The canvas loads with the trigger and action ready to configure.
- Click the Sequence started trigger. Pick which sequences should trigger the workflow, or leave it set to any sequence.
- Click into the Update CRM field action. Pick your CRM's lead status field and set the value your team uses to mark active outreach.
- Hit Launch.