AgencyBloc + LeadConnector
Create new individuals in AgencyBloc when pipeline stages change in LeadConnector
Easily manage your sales leads and streamline your agency operations with this efficient workflow. When a change occurs in the pipeline stage in your LeadConnector app, this automation will create an individual profile in your AgencyBloc app. This ensures all lead details are accurately captured and made available to your agency contemporaneously, significantly reducing manual data entry and enhancing your team's productivity.
Easily manage your sales leads and streamline your agency operations with this efficient workflow. When a change occurs in the pipeline stage in your LeadConnector app, this automation will create an individual profile in your AgencyBloc app. This ensures all lead details are accurately captured and made available to your agency contemporaneously, significantly reducing manual data entry and enhancing your team's productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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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
Activity Created
Triggers when an Activity is created in AgencyBloc.
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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
Activity Updated
Triggers when an Activity is updated in AgencyBloc.
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