Better Agency + LeadConnector
Better Agency + LeadConnector
Better Agency + LeadConnector integrations
Update clients in Better Agency when pipeline stages change in LeadConnector
Boost your efficiency with this workflow that activates when there's a change in the pipeline stage in LeadConnector. This ensures prompt creation or update of client details in your Better Agency app. An excellent solution for busy professionals, the automatic process eliminates the need to manually enter data and significantly reduces the chance of errors, allowing you to focus on nurturing your leads.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update a ClientClient Form to create update a client
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More things you can do with LeadConnector and Better Agency
Discover other triggers and actions you can use with LeadConnector and Better Agency
- 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- New Contact Added
Triggers when a new contact is added in Better Agency.
Try ItTriggerPolling
- 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- Note Type
- Assigned Owner
Try ItTriggerPolling
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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