Dynamic campaign and trigger

It is normally urgent to call a new lead at the time it is added to the CRM. The process is describe in the article How to capture leads from web site and lead vendors automatically. The example is to send automatic email and text message to the lead. This article shows how to make a predictive dialer call to the lead using dynamic campaign.

Dynamic Campaign

It is normally a good idea to make a special campaign to handle these newly added leads. A dynamic campaign is a campaign without a fixed call list. New contacts are added to the list after the campaign is created. It is most often used with workflow triggers.

To create a dynamic campaign, simple choose the special list under the predefined list tab.

The rest of the steps are the same.

Trigger Action

Once you have the dynamic campaign create, you can now add the following actions to a workflow trigger.