Set up Reusable workflow for niche healthcare process for each lead

I’ve played around with the boards and the templates most of the day today to create a complicated workflow process and I am stuck on how to create a flow that would attach to each Lead. I have Company and Contacts with who these leads are referred to me and who the contacts are at these companies. The system wants to create leads into contacts, which is not what I want to do. I’d like to keep the leads as leads, and as they go through the customer journey, be automatically placed in Working, Closed, Open etc. And with each of these leads, I’d like to have an attached workflow that goes with each one. I’ve created the types of leads, Outside, Referred and Inside. But I cannot attached these and I’d like someone to help me that knows what they are doing becuase this would be the exact thing that I need for my company. Thanks

Seeking To Hire to complete this task.

Automate leads processes based on events completed.

Connect appropriate company to leads.

Move leads through sales journey.


Hi @Slickerdoodle :wave:

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialise in integrations and custom requirements.

Please feel free to return my email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to better understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hey there @Slickerdoodle and welcome to the community forums!

What you are looking to create is actually something the team at CarbonWeb has worked on extensively. Our team has produced an end-to-end solution with many of the capabilities and features that you discuss in your post. This CRM Suite is designed to be scalable so that you can continuously grow your environment around it while integrating additional tools.

If you’d like to hear more you can check out our community post about it: CarbonWeb CRM Suite

Additionally, if you’d like to grab some time and discuss please do so here: Consultation - Ricky

Good luck as you get this project going!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

1 Like

If you are still looking for a partner we can help you accomplish what you are trying to do in Please send an email to if you would like to set up an intro call to discuss how we could work together going forward. – Jenna

Hey @Slickerdoodle

Are you still seeking assistance? My name is Kaya with Kick Consulting. We are a Silver Partner with and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of knowledge. We would love to help you optimise your monday!

We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kick Consulting