Apex27 + LeadConnector integrations
Update contacts in Apex27 when pipeline stages change in LeadConnector
Streamline your lead management process with this efficient workflow between LeadConnector and Apex27. When a lead's pipeline stage is changed in LeadConnector, it immediately creates or updates the corresponding contact details in Apex27. This seamless integration simplifies your lead nurturing strategy and ensures consistent and updated information across both platforms.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create / Update ContactCreates a new contact or updates an existing contact in Apex27.
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More things you can do with LeadConnector and Apex27
Discover other triggers and actions you can use with LeadConnector and Apex27
- 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 / Updated Branch
Triggers when a branch is added or updated inside Apex27.
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- New / Updated Completion
Triggers when a sale (completion) is created or updated inside Apex27.
Try ItTriggerInstant
Related categories
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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