Arbox + LeadConnector
Create new Arbox leads when pipeline stages change in LeadConnector
Streamline your sales process with this LeadConnector to Arbox workflow. When a stage change occurs in LeadConnector, the workflow will create a new lead in Arbox. This not only saves time but ensures no leads are missed in the transition from one sales stage to another, enhancing your team's efficiency and productivity.
Streamline your sales process with this LeadConnector to Arbox workflow. When a stage change occurs in LeadConnector, the workflow will create a new lead in Arbox. This not only saves time but ensures no leads are missed in the transition from one sales stage to another, enhancing your team's efficiency and productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Lead
Add new lead to Arbox
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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 to Arbox.
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
TimesRequired
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