Agentcis + LeadConnector
Add new contacts in Agentcis when pipeline stages change in LeadConnector
Stay on top of your lead management process with this smart workflow. When a pipeline stage changes in LeadConnector, a new contact will be instantly added in Agentcis. This efficient process ensures you won't miss a beat while tracking potential clients, saving you valuable time and effort in managing your sales pipeline.
Stay on top of your lead management process with this smart workflow. When a pipeline stage changes in LeadConnector, a new contact will be instantly added in Agentcis. This efficient process ensures you won't miss a beat while tracking potential clients, saving you valuable time and effort in managing your sales pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Contact
Add 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 Client
Triggers when a new client 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
New Lead
Triggers when a new lead is added.
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