BatchLeads + LeadConnector
Update properties in BatchLeads when pipeline stages change in LeadConnector
When a lead progresses in the Pipeline Stage within LeadConnector, this workflow will swiftly add the relevant property details directly in your BatchLeads system. This automated process saves you time by eliminating the need to manually update information in both platforms. Ideal for businesses seeking to streamline lead management and property updates.
When a lead progresses in the Pipeline Stage within LeadConnector, this workflow will swiftly add the relevant property details directly in your BatchLeads system. This automated process saves you time by eliminating the need to manually update information in both platforms. Ideal for businesses seeking to streamline lead management and property updates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Property
Add property to BLS
- Free forever for core features
- 14 day trial for premium features & apps
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
Direct Mail Delivered
Triggers when a Direct Mail is delivered.
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
SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Try It
