BatchLeads + LeadConnector
Manage pipeline stage changes in LeadConnector by tracing properties in BatchLeads
Simplify your lead management process with this efficient workflow. Whenever a stage change occurs in your pipeline within the LeadConnector app, this automation ensures the related property information is promptly skip traced in the BatchLeads app. Benefit from a smooth flow of data between your apps, resulting in efficient lead tracking and saving valuable time. Stay organized, prioritize your leads, and let this workflow take care of the tedious tasks.
Simplify your lead management process with this efficient workflow. Whenever a stage change occurs in your pipeline within the LeadConnector app, this automation ensures the related property information is promptly skip traced in the BatchLeads app. Benefit from a smooth flow of data between your apps, resulting in efficient lead tracking and saving valuable time. Stay organized, prioritize your leads, and let this workflow take care of the tedious tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Skip Trace Property
This action can be used to skip trace a property.
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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
Direct Mail Delivered
Triggers when a Direct Mail is delivered.
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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
SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
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