This action allows you to:
- assign someone in a Journey to a particular Salesforce user; and
- set their Lead Source and Lead Status.
If someone was first created in Autopilot and isn't yet in Salesforce, then by default they will be added to Salesforce as a Lead when they enter this action.
How to configure the action
Follow the steps below to configure this action:
- The options available under Lead Source and Lead Status are populated from your Salesforce account.
- If you do not want to overwrite the existing owner (if the Lead already has one), select the "Keep current assignment if it exists" option.
Can I use this action to assign Salesforce Contacts?
Yes, you can do this by selecting the Contact object: