Automatically Qualify Calls or Add Data in a Call Flow

Who has access to this feature?

Access level: All Users

Set Lead Data steps allow you to automatically assign values to lead fields based on which path callers take through your Call Flow. This eliminates manual data entry by tagging, categorizing, or qualifying leads as they move through menus, schedules, or routing steps.

Before you start, see Configure a Set Lead Data Step in a Call Flow for an overview of Set Lead Data settings.

How It Works

When a call reaches a Set Lead Data step in your Call Flow:

WhatConverts automatically updates the specified lead field with the value you configured.
The update happens immediately and is saved with the lead record.
The call continues to the next step in the Call Flow.

This allows you to tag leads based on their choices or routing path without any manual intervention.

Add Set Lead Data to Qualify Calls

To automatically qualify or tag calls in a Call Flow:

Open the Call Flow and add a new step.
Select "Set Lead Data" from the available step options.
Enter a descriptive name that reflects what's being set (e.g., Mark as Quotable, Set Department - Sales, Tag as VIP).
Under "Choose the value type", select which type of field you want to set:
- System Value: Built-in WhatConverts fields (Quotable, Quote Value, Sales Value, Spam Lead, Duplicate Lead)
- Custom Field: Custom fields you've created in your profile
- Other: Any custom value name you specify
Under "Configure the value":
- Select the Value Name from the dropdown (or enter a custom name for "Other")
- Choose or enter the Value to assign (e.g., "Yes" for Quotable, department name, priority level)
Click "Save Changes".
Continue building your Call Flow by adding the next step after the Set Lead Data step.

The lead field will now be automatically updated when calls reach this point in the Call Flow.

Tip: Place Set Lead Data steps after Menu options to automatically tag calls based on caller selections. For example, after "Press 1 for Sales," add a Set Lead Data step that marks the call as Quotable.

Common Use Cases

Automatically mark calls as Quotable:

After callers select "Sales" from a menu, set Quotable = Yes
After callers reach your sales team during business hours, set Quotable = Yes

Tag calls by department:

After "Press 1 for Sales," set Department = Sales
After "Press 2 for Support," set Department = Support (and Quotable = No)

Set priority levels:

After after-hours calls, set Priority = High
After high-priority customer menu option, set Priority = Urgent

Track call routing:

After Schedule step routes to business hours, set Call Type = Business Hours
After geo-routing sends to West Coast office, set Region = West Coast

Mark spam or low-quality calls:

After certain menu paths, set Spam Lead = Yes
After support-only paths, set Quotable = No

Tip: To automatically qualify sales calls and exclude support calls, add a menu with Sales and Support options in your call flow. After the Sales path, set the value Quotable = Yes. After the Support path, set Quotable = No. This automatically marks sales calls as quotable and support calls as not quotable, with no manual tagging required.

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