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WorkflowBuilderLead Management

Lead Management

These blocks allow you to manage the specific data profile of the contact currently in the flow.

Coming Soon: The Lead Management blocks listed below are currently under development and will be available in a future update.

Update Lead (Coming Soon)

Future Feature: This block will allow you to modify the contact’s profile directly within the automation flow.

  • Capabilities: Add tags, update the user’s name, or save data to custom fields.

Fetch Lead (Coming Soon)

Future Feature: This block allows you to retrieve stored information about the user.

  • Capabilities: Pull existing tags or custom attributes (like “Customer Segment” or “Loyalty Points”) into a variable to use in your logic.