Atllas + LeadConnector
Atllas + LeadConnector
Atllas + LeadConnector integrations
Invoke calls in Atllas when pipeline stages change in LeadConnector
Keep your sales process smooth and efficient with this workflow that communicates changes in lead progress from LeadConnector to the Atllas app. By invoking the same adjustment in Atllas, it eases operational coordination, ensuring a consistent update across your platforms. Stay on top of your lead conversions and leave the monotonous task of individual app updates behind.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invoke CallSend a phone call using the Atllas system.
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More things you can do with LeadConnector and Atllas
Discover other triggers and actions you can use with LeadConnector and Atllas
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Atllas Campaign (Optional)
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Campaign HookRequired
- Phone NumberRequired
- First Name
- Last Name
- Email
- Company Name
- Job Title
- Address Line 1
- City
- State / Province
- Zip / Postal Code
- Country
- Notes / Context
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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