assignX + LeadConnector
Update and manage leads in assignX when pipeline stages change in LeadConnector
Stay on top of your sales game with this effective workflow. When a lead's pipeline stage changes in LeadConnector, this automation ensures the corresponding lead is immediately updated or created in assignX. This keeps your information consistent across apps, eliminating manual data entry and providing a seamless flow of data. Enhance your sales productivity and ensure you never miss an action with this streamlined process.
Stay on top of your sales game with this effective workflow. When a lead's pipeline stage changes in LeadConnector, this automation ensures the corresponding lead is immediately updated or created in assignX. This keeps your information consistent across apps, eliminating manual data entry and providing a seamless flow of data. Enhance your sales productivity and ensure you never miss an action with this streamlined process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create / Update a Lead
Creates new lead or update existing lead in the system.
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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
Smartsheet ListRequired
PipelineRequired
Stage(s)Required
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
Smartsheets ListRequired
Full NameRequired
PhoneRequired
PipelineRequired
Agent(s)Required
