Apizeal + LeadConnector
Update leads in Apizeal when pipeline stages change in LeadConnector
Stay ahead in managing your leads effectively with this handy workflow. Whenever there's a change in the pipeline stage within the LeadConnector app, this workflow kickstarts the process to create or update the corresponding lead information in the Apizeal app. This automated system not only ensures data consistency across platforms, but also eliminates manual data entries, allowing you to focus on nurturing your leads and closing deals.
Stay ahead in managing your leads effectively with this handy workflow. Whenever there's a change in the pipeline stage within the LeadConnector app, this workflow kickstarts the process to create or update the corresponding lead information in the Apizeal app. This automated system not only ensures data consistency across platforms, but also eliminates manual data entries, allowing you to focus on nurturing your leads and closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Lead
Triggers when a new lead is created in Apizeal
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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
Contact Created
Triggers when a new contact is created in Apizeal
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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
Calendar Event Created
Triggers when a calendar event is created in Apizeal
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