Save people to leads · Activation · Accepts people
Adds each incoming person to your Ocean Leads, and updates the ones already there.
When to use it
Use it to build a contact list automatically instead of exporting and re-importing — find and enrich people, then have them land in Leads, labelled and assigned, ready to work. It also pairs with the Leads: Person added trigger if you want one workflow to feed another.
What it does
For each person, it creates a lead if there isn't one, or updates the existing lead if there is. Everything you configure is applied either way, so a person already in Leads gets the same labels and status as a brand-new one.
Every setting is optional, and anything you leave unset is left alone — so you control how much a re-run disturbs existing leads.
Configure it
Labels to add — labels to put on each person.
Labels to remove — labels to take off. Labels move one at a time, so the step never strips a label it doesn't know about.
Set status to — the lead status to apply.
Set owner to — who the lead is assigned to.
Cost
No credit cost. See Credits in workflows.
Gotchas
Works on people. Add a Find people at company or People search step before it. To save companies, use Save companies to leads.
A person already in Leads and already in the shape you asked for is skipped — a clean no-op in Activity, not a failure.
If this step failing shouldn't stop the record, turn on Continue on failure. See Troubleshooting workflows.