How to profile your Leads automatically

Create a flow to save time and profile your incoming leads automatically

Written by Luca Micheli
Last update 1 year ago

If you want to profile automatically your leads or collect more information about your users or leads there is a way to do it in Customerly. It’s easy and we will take care of everything.

Go to Project Settings
Go to Profiling

From here:

Enable Profiling
Add maximum 3 attributes that you want to ask to fill your leads/users

P.s. you can create new attributes from here. The description will appear as the title on top of the bubble and the name of the attribute will be in the input text as shown.

That’s it. From now on enjoy automatic data fulfilled by your leads and users.

Now create a new audience with all this data.