[tutorial] How to create a Lead when a user is registered using the Automation component.

Steps

  1. Create New Automation Rule
  2. Set trigger to ‘On new WP user creation’
  3. Lead Trigger Conditions empty
  4. (optional) Create action condition that targets a specific user role
  5. Create action event that creates a Lead Profile.

 

1. Create new Automation Rule

2. Set trigger to ‘On new WP user creation’

3. Leave trigger conditions empty

 

 

4. (optional) Create an action condition that targets a specific user role

 

 

5. Create an action event that generates a Lead profile

 

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