Invite new members in Bettermode when pipeline stages are updated in LeadConnector
Automate your workflow between LeadConnector and Bettermode. Whenever a change occurs in the stage of your pipeline in LeadConnector, your team member gets an instant invite in Bettermode. Save time, eliminate manual tasks and ensure the right people are always in the loop with this efficient automation.
Automate your workflow between LeadConnector and Bettermode. Whenever a change occurs in the stage of your pipeline in LeadConnector, your team member gets an instant invite in Bettermode. Save time, eliminate manual tasks and ensure the right people are always in the loop with this efficient automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite Member
Invites a member to a community.
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- 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
Member Deleted
Triggers when an existing member is deleted or leaves the community.
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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
Spaces
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