ABC GymSales + LeadConnector
Create new people in ABC GymSales when stages change in LeadConnector
Effortlessly manage your leads with this streamlined workflow. When a change occurs in your Pipeline Stage within the LeadConnector app, it prompts the creation of a new person in your ABC GymSales app. This seamless process not only saves you time but also ensures accurate and timely updates within your sales system. Always stay on top of your contacts and leads, boosting your sales efficiency.
Effortlessly manage your leads with this streamlined workflow. When a change occurs in your Pipeline Stage within the LeadConnector app, it prompts the creation of a new person in your ABC GymSales app. This seamless process not only saves you time but also ensures accurate and timely updates within your sales system. Always stay on top of your contacts and leads, boosting your sales efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person
Creates a new person.
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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
Person_idRequired
Tag NameRequired
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
Person_idRequired
TypeRequired
Kind CodeRequired
StartRequired
Complete
Duration
Name
