Managing your customer interactions just got easier with some handy new options for custom fields and conditions in your workflows. These updates allow you to better track where leads come from, understand customer engagement, and organize tasks—all helping you stay organized and responsive without extra hassle.

📌 Why This Matters

Knowing details like how a customer found you, how engaged they are, or who added important notes can help you tailor your follow-ups and prioritize your time. Having more precise information in your workflows means you can respond in ways that matter most to each customer, making your everyday actions more meaningful and effective.

✨ What’s New

• Attribution Medium ID: See exactly where your customer first connected with your business, like Instagram or other channels.
• Task ID: Identify specific tasks in your system to keep everything coordinated, especially when syncing with other project tools.
• Note Created By (Name): Know who added notes on a customer’s file so you can easily direct questions or follow-ups to the right team member.
• Contact Engagement Score: Track how engaged a customer is to decide when to follow up faster or continue standard outreach.

🛠️ How to Use It

1. Step 1: Open your workflow builder and look for the custom value picker or If/Else conditions section.
2. Step 2: Choose the new fields you need like Engagement Score or Task ID just like any other field you use.
3. Step 3: Build rules based on these values. For example, send faster follow-ups if Engagement Score is high, or notify a specific team if a note was written by a certain person.

💡 Pro Tip

Use engagement scores and lead source info to prioritize your follow-ups and focus your energy on the most promising customers first, helping improve your sales rhythm and customer satisfaction.