BookingKoala + LeadConnector
Create new leads in BookingKoala from updated pipeline stages in LeadConnector
This workflow initiates when there's a change in the pipeline stage inside the LeadConnector app, causing the creation of a lead within the BookingKoala app. It's a simple solution to transfer critical information instantly, keeping your sales funnel updated. It helps businesses streamline their lead management, saving time and effort in manual data entry. This seamless connection ensures your BookingKoala app stays updated with every lead status change in LeadConnector.
This workflow initiates when there's a change in the pipeline stage inside the LeadConnector app, causing the creation of a lead within the BookingKoala app. It's a simple solution to transfer critical information instantly, keeping your sales funnel updated. It helps businesses streamline their lead management, saving time and effort in manual data entry. This seamless connection ensures your BookingKoala app stays updated with every lead status change in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a Lead in the system.
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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
Booking Card Hold
Triggered when booking's card put on hold.
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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
Booking Charged
Triggered when booking is charged.
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