When you create a custom feed, you can set up an automation for it: this allows you to define which action should happen when a lead matches with the custom feed’s filters. You can, for example, send leads to your CRM.

In order to avoid duplicate actions, every lead that matches your Custom Feed's criteria after automation is launched will be processed only once. This applies also in the case that the given lead matched multiple Custom Feeds’ criteria - it will be processed only once.

You can manage all your set up automations from Leadfeeder Settings on the tab Account, under the title Automations.

If wanted, you can pause an automation by clicking Edit and then Pause Automation on the next view.

1) When new leads appear

This frequency means that the automation will be executed once after the automation is set up and the lead visits your website for the first time from that automation setup. The timeframe for executing this automation is until the next automation runs, a minimum of 1 hour.

Please note that the "Send to CRM" won't be executed if it was executed already once in the past for that given lead, eg. in old automation that was set up and later canceled.

2) Daily

This frequency executes the automation every morning at 9 am in the time zone that you set up for your Leadfeeder web application.

3) Weekly

This frequency executes the automation every Monday at 9 am in the time zone that you set up for your Leadfeeder web application.

When using automation to 'tag' or use the 'assign' function you also have the option to make this automation retroactive!

Set up the automation and select if you want it to apply to past leads and the time frame.

It is important to remember the frequency when setting up the filters for Custom feeds. For example, if you set up automation with a “when new leads appear” frequency, this might not work well with filters like “at least 2+ visits” as there might be not enough time to have 2+ visits between two automation execution which is the minimum one hour. The same applies to filters “CRM is/contains/is not …”. Since the “when new leads appear” frequency applies to net new leads in Leadfeeder, there might not be enough time for the new lead to for example set up a new CRM owner in your CRM. In these cases is always advisable to choose the daily or weekly filters.

NOTE: When using Google Ads data as a filter, only Frequency Daily or Weekly can be used as Google Ads data is processed only once a day.

Automations were built to help you with actions regarding Leadfeeder leads. When you are interested more in visits of those leads and want to automate information sharing around them, then you would use Send to Slack or built-in automated notices about visits in your CRM integrations.

Leadfeeder automation will help you get information that a lead has arrived (Send to Slack or share via email), who in your company should take care of that lead (Assign), send it to your CRM (eg. Send to Salesforce), or organize it neatly in Leadfeeder web application with tags (Add tag). It is, however, not meant to build workflows in Leadfeeder by adding tags to leads in one Custom feed to move them into another Custom feed where they will get tagged again and then moved to yet another Custom feed from which it will be sent to CRM and assigned to somebody.

NOTE: When using Google Ads data as a filter, only Frequency Daily or Weekly can be used as Google Ads data is processed only once a day.

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