Change Lead Status for Specific Form Fillouts

[Itay_Billet4]

I'm trying to apply some rules to unique forms we have on our website (Trial & contact us forms), I want that the lead status will change whenever a lead fills out these forms (except certain lead statuses, which I will elaborate on Smart Campaign 2):

Smart Campaign 1 (handles all web leads created)
Smart List: Trigger - lead is created
Flow: Change Data Value - If Filled out form is "Contact us / trial request form", lead status is "Requires Attention"
           
           Sync lead to SFDC (Create Task) - task content is determined by the form filled

Smart Campaign 2 (for "existing" leads that fill out Trial & Contact form fillouts):
Smart List: Trigger - Fills out form is "Contact us / trial request form" AND
                      Filter lead status is new / nurturing
Flow: Change data value -  lead status is "Requires Attention"
           Sync lead to SFDC

Should this cover all pieces? I had some difficulties with this (new leads synced without a task, existing leads not synced etc...)


Thanks!

Itay

[Anonymous · Accepted solution]

It looks about right, but when I program these conditions I like to set redundancies just in case one of the steps fail (happens on my end all the time). 

On my "Fills out form" conditions, I use "Fills out form" or "Visit website = thank you page" so it guarantees that i have the lead covered in both instances. 

I would also add choices to the action i.e. if status is not empty or if status is blank...or whatever you guys use.

Something like if status is "requires attention" = do nothing, if status is not "requires attention" change status to "requires attention"

It's redundant but saved me a couple of times.