Agent 3000 + LeadConnector
Create new Agent 3000 contacts when LeadConnector pipeline stages change
Keep your real estate leads organized and never miss a follow-up with this efficient workflow. When a lead's pipeline stage changes in LeadConnector, a new contact will be created in the Agent 3000 app. This automation ensures that as your leads progress, all critical details are immediately accessible in Agent 3000 for better management of your real estate business.
Keep your real estate leads organized and never miss a follow-up with this efficient workflow. When a lead's pipeline stage changes in LeadConnector, a new contact will be created in the Agent 3000 app. This automation ensures that as your leads progress, all critical details are immediately accessible in Agent 3000 for better management of your real estate business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact.
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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 Contact
Triggers when a new contact is created. Also triggers when new leads come in from your landing pages or website.
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
First NameRequired
Last Name
EmailRequired
Phone Number
Street Address
Street Address 2
City
State
Zip Code
Country
Note
Source
Group
Auto Email
Auto SMS Text Message
