In this step-by-step guide, you’ll learn how to create a workflow in LeadCenter.ai that automatically calls you (or selected team members) when a new contact is captured. This feature is ideal for ensuring fast follow-up with new leads, helping you connect while the contact is still highly engaged.

Step 1: Create a New Workflow

1. From the main menu, go to Workflow Templates.
2. Click New Workflow.
3. Enter a workflow name, for example, “Call Smart Asset Leads.”
4. Click Save to open the Workflow Designer.

Step 2: Set the Trigger

1. In the Workflow Designer, click to add a Trigger.
2. Select Contact Created.
   • This means the workflow will automatically start every time a new contact is added to the system.

Step 3: Add a Filter

Filters let you specify when the workflow should run. For example, you may want it to trigger only for leads from a specific source.

1. Click Add Filter and choose Only Continue If.
2. From the dropdown, select Source.
3. In the second dropdown, choose List Contains Selected Item.
4. Enter or select the value Smart Asset.
5. Rename the filter (optional) to something like Smart Asset Leads.
6. Click the checkbox to enable it and then click Apply.

Step 4: Add an Action: Call Contact

Now you’ll set up the system to automatically call you when a new qualifying lead is captured.

1. Click Add Action, then select Call Contact.
2. Choose the virtual number that LeadCenter will call from.
3. Select one or more users who will receive the call.
   • If multiple users are selected, LeadCenter will round-robin calls among them.
4. Configure the time window when users can receive calls (for example, during business hours).
5. Click Apply to save the action settings.

Step 5: Save and Publish the Workflow

1. Click Save, then Save and Publish.
2. Your workflow is now active.

From this point on, whenever a new contact is created from the Smart Asset source, LeadCenter.ai will automatically call you (or the assigned users) to connect with the lead.

You’ll hear a voice message such as:

“You have a new lead from Smart Asset. Press 1 to connect.”

When you press 1, the system immediately calls the prospect, allowing you to engage in real-time without any delay.