Inbound lead -> book meeting (cloned)

Field	Value
ID	103171716
Status	Enabled
Object Type	CONTACT
Scope	sales
Created	Feb 4, 2026
Updated	Feb 6, 2026

Functional Analysis

Business Trigger: Inbound lead converts to meeting booking

Business Outcome: Process inbound lead conversion to scheduled meeting

Type: StateChange | Complexity: low

No visible actions provided, appears to be basic lead conversion workflow

How This Workflow Functions

This workflow is designed to convert the trigger "Inbound lead converts to meeting booking" into the outcome "Process inbound lead conversion to scheduled meeting".

Runtime Metric	Value
Total action nodes	16
Decision points (branches)	4
Data update actions	0
Delay/wait actions	2
Notification actions	0
Task creation actions	0
External call actions	1

Enrollment / Entry Criteria

Legacy Segment Criteria

Group	Criteria
1	unknown_property HAS_FILLED_OUT_FORM
2	unknown_property HAS_FILLED_OUT_FORM
3	unknown_property HAS_FILLED_OUT_FORM
4	unknown_property HAS_FILLED_OUT_FORM
5	unknown_property HAS_FILLED_OUT_FORM
6	unknown_property HAS_FILLED_OUT_FORM
7	unknown_property HAS_FILLED_OUT_FORM
8	unknown_property HAS_FILLED_OUT_FORM

Step-by-Step Action Flow

Sequence	Context	Action Type	What Happens
1	Main Flow	DELAY	Delay for a configured period
2	Main Flow	BRANCH	Evaluate conditions: zb_status SET_ANY valid;catch-all
2.A.1	Main Flow > Accepted	EXTENSION	Execute EXTENSION action
2.A.2	Main Flow > Accepted	DELAY	Delay for a configured period
2.A.3	Main Flow > Accepted	SET_COMPANY_PROPERTY	Execute SET_COMPANY_PROPERTY action
2.A.4	Main Flow > Accepted	DATE_STAMP_PROPERTY	Execute DATE_STAMP_PROPERTY action
2.A.5	Main Flow > Accepted	UNSUPPORTED_ACTION	Execute UNSUPPORTED_ACTION action
2.A.6	Main Flow > Accepted	UNSUPPORTED_ACTION	Execute UNSUPPORTED_ACTION action
2.A.7	Main Flow > Accepted	BRANCH	Evaluate branch logic and route to the matching path
2.A.7.R.1	Main Flow > Accepted > Rejected	BRANCH	Evaluate branch logic and route to the matching path
2.A.7.R.1.A.1	Main Flow > Accepted > Rejected > Accepted	LEAD_ASSIGNMENT	Execute LEAD_ASSIGNMENT action
2.A.7.R.1.R.1	Main Flow > Accepted > Rejected > Rejected	LEAD_ASSIGNMENT	Execute LEAD_ASSIGNMENT action
2.A.7.R.1.R.2	Main Flow > Accepted > Rejected > Rejected	COPY_PROPERTY	Execute COPY_PROPERTY action
2.A.7.R.1.R.3	Main Flow > Accepted > Rejected > Rejected	BRANCH	Evaluate branch logic and route to the matching path
2.A.7.R.1.R.3.A.1	Main Flow > Accepted > Rejected > Rejected > Accepted	UNSUPPORTED_ACTION	Execute UNSUPPORTED_ACTION action
2.A.7.R.1.R.3.A.2	Main Flow > Accepted > Rejected > Rejected > Accepted	WEBHOOK	Send webhook to https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-c7eac0d2-d8ee-4ade-ac4b-adb6c9098dd0

Data Touchpoints

Field	Usage	Contexts
zb_status	read	branchCondition

Action Narrative

Delay
Branch:

EXTENSION

Delay

SET_COMPANY_PROPERTY

DATE_STAMP_PROPERTY

UNSUPPORTED_ACTION

UNSUPPORTED_ACTION

Branch:

Branch:

LEAD_ASSIGNMENT

LEAD_ASSIGNMENT

COPY_PROPERTY

Branch:

UNSUPPORTED_ACTION

Webhook to https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-c7eac0d2-d8ee-4ade-ac4b-adb6c9098dd0

Group: Deal and Lead Qualification