97Display + LeadConnector
97Display + LeadConnector
97Display + LeadConnector integrations
Update lead creation in 97Display when pipeline stages change in LeadConnector
Make your lead management more efficient with this streamlined workflow. When a change happens to the pipeline stage in LeadConnector, it seamlessly creates a new lead in 97Display. This setup ensures that all your potential customer data is consistently updated across platforms, saving you time and eliminating the need for manual data entry. Experience a smoother, more efficient lead management process, enabling you to focus more on closing deals.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create LeadCreates a lead in the 97 Display CRM.
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More things you can do with LeadConnector and 97Display
Discover other triggers and actions you can use with LeadConnector and 97Display
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Type
- Date Created
- Interest Program
- Tags
- Source
- Program Id
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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