Overview
SMBcrm has expanded its Workflow Builder with four new fields available for custom values and If/Else conditions. These additions enhance automation capabilities for users managing workflows.
New Fields Available
The following fields are now accessible throughout the Workflow Builder:
- Contact → Attribution Medium ID (from First/Latest Attribution)
- Task ID
- Note created by (Name)
- Contact Engagement Score
Why This Matters
These fields help you pinpoint lead sources with more precision and adapt follow-up based on engagement. The new additions reduce workarounds when building automation logic.
Key Applications
Contact Engagement Score
Enables routing based on scoring thresholds—for example, directing high-engagement contacts to faster follow-up branches.
Attribution Medium ID
Helps track lead sources, particularly useful for reporting conversions from paid social campaigns like Instagram DM leads.
Note Created By
Allows conditional logic based on the note author’s identity, enabling team-specific notifications.
Task ID
Facilitates integration with external project management tools by passing task identifiers to connected platforms.
Implementation Notes
These fields appear in the Custom Value picker and If/Else condition builders. If data isn’t available for a contact, workflows continue operating normally with empty fields.
If you need help setting up these new fields in your workflows, visit our Support page or Contact Us.