The Create in CRM step in Automated Programs is a powerful tool that lets you send leads to your CRM when they reach a qualified state. You can also create tasks, notes, and more.
What's Changing
We've revamped the user experience for this step to make it easier.
- One unified step replaces separate steps for sending leads/contacts, creating tasks, and adding to campaigns.
- Required fields are shown to help avoid errors.
- Commonly used fields for tasks, notes, and other entities are shown, but can be removed.
- Personalization is available to customize what you send to the CRM.
The new step is available in Automated Programs. You can choose to create new leads/contacts and/or create an entry in a related table, such as a note, task, or add to a campaign.
When creating leads or contacts, you choose the record type and your update policies.
All fields that are mapped to your CRM sync over. You can also select fields that you may not have mapped or have data for and directly populate them via the program, either by selecting a value, entering a value, or using Personalize to populate with data from a field that you do have on the contact record.
If you're adding records to another table in your CRM, you can fill out required or suggested fields and add any additional fields you want to populate.
When
This feature is in beta as of June 4th, 2025. If you'd like to have it activated on your account, please sign up for beta here.
Customer Impact
Once activated, this feature will replace the current Create in CRM step(s) in Automated Programs. Any existing programs will continue to work, and you can edit your current steps using the new UX.