Aisle Planner + LeadConnector
Create new leads in Aisle Planner when pipeline stages change in LeadConnector
Enhance your sales process efficiency with this dynamic workflow. When a pipeline stage alters in the LeadConnector app, this automation will promptly create a new lead in the Aisle Planner app. This seamless linking between your sales pipeline and planning tool will ensure timely updates and response to potential clients, thus aiding in enhanced lead management and conversion.
Enhance your sales process efficiency with this dynamic workflow. When a pipeline stage alters in the LeadConnector app, this automation will promptly create a new lead in the Aisle Planner app. This seamless linking between your sales pipeline and planning tool will ensure timely updates and response to potential clients, thus aiding in enhanced lead management and conversion.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Trigger when a new lead is created.
Try It
