4Degrees + LeadConnector
Create new deals in 4Degrees when pipeline stages change in LeadConnector
Streamline your sales pipeline management with this impactful workflow. When a stage change occurs in your LeadConnector account, a fresh deal is promptly set up in your 4Degrees account. This instant process eliminates the need for manual data input, enabling swift actions and giving you more time to focus on closing deals and growing your business.
Streamline your sales pipeline management with this impactful workflow. When a stage change occurs in your LeadConnector account, a fresh deal is promptly set up in your 4Degrees account. This instant process eliminates the need for manual data input, enabling swift actions and giving you more time to focus on closing deals and growing your business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Deal
Creates a deal on a given list.
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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
List NameRequired
Stage
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
Tags Seperated by Comma
Custom Field
Custom Field Value
Try It
