BookFunnel + LeadConnector
Update sales delivery actions in BookFunnel when pipeline stages change in LeadConnector
Stay on top of your sales pipeline with this seamless workflow. When a stage change occurs in a lead within your LeadConnector, it triggers a sales delivery action in your BookFunnel. This ensures your book promotional materials are swiftly delivered, driving conversions and making the most out of every opportunity. Simplify your sales process with this efficient, time-saving automation.
Stay on top of your sales pipeline with this seamless workflow. When a stage change occurs in a lead within your LeadConnector, it triggers a sales delivery action in your BookFunnel. This ensures your book promotional materials are swiftly delivered, driving conversions and making the most out of every opportunity. Simplify your sales process with this efficient, time-saving automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Sales Delivery Action
Deliver a digital ebook or audiobook with a BookFunnel Delivery Action
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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 Subscriber
Triggers when a reader subscribes on BookFunnel.
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
Email Signup Page LinkRequired
Email AddressRequired
