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I want to create a workflow that when a lead has a specific lead source, it will automatically qualify the lead and create an opportunity.
Then, when the opportunity is created and contains a specific referral source, it will automatically close as won.
From my understanding, you would need two separate workflows for each specific action. Lets say the lead source I want to use is called Web Lead. I tried creating a workflow called "When lead source equals Web Lead ----> perform action QualifyLead.
However, this is causing an error. It says I need to give a specific lead ID - but this will be using the same lead ID every time then which makes no sense.
On the opportunity level - I tried the same workflow with referral source instead of lead source - and then CloseOpportunity as Won. This time, it won't work because it wants me to insert a specific close date, when I want it to just be the date it is actually closing on.
Any help would be greatly appreciated. Thank you.
for the close date you can use the Process execution time:
For the lead part, could you post some screenshot of your workflow ?
Hi the Lead ID is the Lead the workflow is running on, to set the date you can use the workflow execution time as already suggested
I will show you what I have done thus far. It just doesn't seem to be working. Can you see anywhere I've gone wrong?
Looks correct to me assuming it meets the condition, does it work if you run it on demand?
What do you mean by on demand?
You've ticked the box to Run as an on demand workflow so you can select a record/s and select Run Workflow from the ribbon, then check the process runs succesfully by having it open and selecting the Process Sessions Tab.
I have switched this now but when I try create the lead with that specific lead source it is now giving me an error. When I changed it back to background process I was able to create the lead but it wasn't firing the workflow (qualifying the lead).
Here is the code of the error:
This is what is appearing under the Process Sessions
Open the one in waiting, what error is it showing? Statecode 1 is inactive because you have it as a real time workflow now your trying to create an inactive record I think which you can't do. I just recreated this in my test environment and it works.
This is the error that is appearing now
That happened when I tested as I had the status as New but when I changed it to qualified it worked correctly.
Thanks for showing this. Can I ask on the suceeded one you show did that qualify the lead and create an opportunity.
I have a succeded one showing now too but it hasnt qualifed the lead or created and opp. i think it successfully ran because the lead was created but the lead source was not "Web - ChargeBee" as this is our trigger.
I then went ahead and created a new lead in our system, upon creating it I added the lead source of "Web - ChargeBee"
Lead is created but the process errors with the state code being the error.
Wondering what is the error that is causing the state code to be wrong or the status code is invalid?
Is it possible for the system to do what we are asking it to do in your opinion. And thanks for the time on this, much appreciated.
Ok, so i did the same, I create a new lead, lead source as our trigger and changed the status reason to qualified and it failed for the same error on my side.
I cant change the status from open to qualified unless the lead is saved first. What we are trying to do is automatically qualify a lead that comes from a particular source.
Perhaps our thinking is wrong and there is a different way to get this done in your mind which I would be happy to hear.
I can replicate your error by selecting the Status as New, but as qualified it works for me. Try changing to another status and run it then change it back to Qualified and see if that resolves it, I might just be stuck somehow, maybe even delete it and start again?
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