This use case demonstrates how to use Automations Pro to automatically reclaim overdue leads. The solution helps ensure that every lead is handled promptly and effectively, preventing lead resources from remaining idle or being underutilized for extended periods.

A typical lead lifecycle consists of four stages: lead capture, assignment, follow-up, and conversion.

To keep leads moving efficiently through each stage and prevent them from being neglected or wasted, define the following reclamation rules:

Based on the rules above, the Expected Reclaim Time can be calculated from the lead's Assignment Time or Last Follow-up Time. This field determines when the automated reclamation process should be triggered.

As a lead progresses through its lifecycle, its Expected Reclaim Time must be updated accordingly. Therefore, three Automations Pro are required to automatically calculate and maintain this value:

Use the automation capabilities of Automations Pro to trigger and execute the reclamation process based on the Expected Reclaim Time field.

Configure the automation as follows:

When the Expected Reclaim Time of a lead is reached, Automations Pro is triggered at 5:00 PM on that date and automatically runs the lead reclamation process.

For example, suppose the Expected Reclaim Time of a lead is July 17, 2026. Automations Pro will be triggered at 5:00 PM on July 17, 2026, and automatically update the lead status to Reclaimed.

This use case uses data from the following two forms:

This section uses Pro 2 as an example to demonstrate how to maintain the Expected Reclaim Time. The configurations of the other Automations Pro are not repeated in this article.

Open the Lead Follow-up Record form and go to Extension > Automations.

Create an Automation Pro named Sync Lead Follow-up Information, and select Form Trigger as the trigger type.

Select the trigger node and add the Add record trigger event.

The Automation Pro will then be triggered whenever a new lead follow-up record is added.

Use an Add Formula node to calculate the new Expected Reclaim Time based on the latest Follow-up Time.

Add an Add Formula node under the trigger node.

Rename the node Calculate Expected Reclaim Time. Select Formula Calculation as the calculation method. Click Set Formula to open the formula editor. Enter the following formula: DATEDELTA(Trigger Data——Follow-up Time, 7).

Use an Update Record node to write the current follow-up information, including the Follow-up Time and calculated Expected Reclaim Time, back to the corresponding lead record.

Add an Update Record node under the Calculate Expected Reclaim Time node.

Rename the node Update Follow-up Information. Then Select Record in the form and pick Sales Lead as the target form.

Add the following filter condition: Lead No. equals to Trigger Data— Lead No.

Add the fields to be updated and assign the following values:

After completing all the settings, click Save & Enable to enable the Automation Pro.

Use the Automatically Reclaim Overdue Leads Automation Pro to automatically update the status of overdue leads to Reclaimed.

Open the Sales Lead form and go to Extension > Automations.

Create an Automation Pro named Automatically Reclaim Leads, and select Scheduled Trigger as the trigger type.

Configure the trigger node so that Automations Pro is triggered when a lead reaches its Expected Reclaim Time.

Configure the trigger time as follows:

Use an Update Record node to update the lead captured by the trigger node and complete the reclamation process.

Add an Update Record node under the trigger node.

Rename the node Reclaim Lead. Select Record at the node and Trigger Data as the target node. Add the fields to be updated and assign the following values:

After completing all the settings, click Save & Enable to enable the Automation Pro.