Agile CRM + LeadConnector
Change pipeline stages in LeadConnector and create new contacts in Agile CRM
Streamline your lead management process with this efficient workflow. When a lead reaches a new stage in LeadConnector, a corresponding new contact is instantly generated in Agile CRM. This ensures your customer interaction strategies stay up to date, saving you valuable time and boosting productivity by smoothly aligning your sales activities.
Streamline your lead management process with this efficient workflow. When a lead reaches a new stage in LeadConnector, a corresponding new contact is instantly generated in Agile CRM. This ensures your customer interaction strategies stay up to date, saving you valuable time and boosting productivity by smoothly aligning your sales activities.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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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
Track / MilestoneRequired
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
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
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