🔄 Automatically Update Lead Attributes from a Campaign

Need to mark leads as “done,” “engaged,” or anything else once a campaign finishes? Use the Update Lead step to automatically change a lead's attributes as part of your workflow.

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🧩 Use Case

Let’s say you’ve set up a drip campaign, and once all messages are sent, you want to update the lead’s state to Drip Campaign Done. Here’s how to do it:

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🛠️ Steps to Add an Update Lead Step

1. At the end of your campaign flow, click the + button.
2. Select “Update Lead” from the menu.
3. A new Update Lead node will appear, and its configuration drawer will slide open.
4. Inside the configuration drawer:
   • Click “Add Field Definition” under Process Definition.
   • In the Field dropdown, choose State.
   • In the Value dropdown, select your custom state (e.g. Drip Campaign Done).
   • Click Done to save this config.
5. Click Save at the top right of the builder to update the full campaign.

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✅ That’s it!

Now, whenever a lead finishes the campaign, their state will be automatically updated to reflect the next stage of their journey — no manual steps required!

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👇 Here’s how it looks in action: