AgencyZoom + LeadConnector
Create personal leads in AgencyZoom when pipeline stages change in LeadConnector
Stay on top of your sales process by automating the transfer of lead information between LeadConnector and AgencyZoom. With this workflow, whenever a lead's pipeline stage changes in LeadConnector, a new personal lead will be created in AgencyZoom instantly. This ensures your agency has up-to-date lead data, saving time and eliminating the need for manual data entry.
Stay on top of your sales process by automating the transfer of lead information between LeadConnector and AgencyZoom. With this workflow, whenever a lead's pipeline stage changes in LeadConnector, a new personal lead will be created in AgencyZoom instantly. This ensures your agency has up-to-date lead data, saving time and eliminating the need for manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Personal Lead
Triggers when a new Lead is added.
- Free forever for core features
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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
Lead Created
Triggers when a new Lead is added.
Try It
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
Lead Status Change
Triggers when the status of a Lead changes.
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