17hats + LeadConnector
Create new contacts in 17hats when pipeline stages change in LeadConnector
Ensure your contact management remains efficient and up-to-date with this workflow. When a change in pipeline stage is detected in your LeadConnector platform, a new contact will be instantly created in your 17hats app. This automatic process saves valuable time, letting you focus on engaging new leads rather than manually transferring information.
Ensure your contact management remains efficient and up-to-date with this workflow. When a change in pipeline stage is detected in your LeadConnector platform, a new contact will be instantly created in your 17hats app. This automatic process saves valuable time, letting you focus on engaging new leads rather than manually transferring information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Contact
Triggers when a new contact is created.
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Updated Contact
Triggers when an already existing contact is updated.
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