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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create / Update Contact
Creates a new contact, or updates an existing contact if you pass the existing contact ID
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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/Update Contact
Triggers when a contact is created or updated inside Apex27.
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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
New/Updated Lead
Triggers when a lead is created or updated inside Apex27.
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