Better Agency + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update a Client
Client Form to create update a client
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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
New Contact Added
Triggers when a new contact is added in Better Agency.
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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
Note Type
Assigned Owner
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