Booqable + LeadConnector
Create new Booqable customers when pipeline stages change in LeadConnector
Revamp your lead management process with this dynamic workflow. When pipeline stage changes occur in LeadConnector, it promptly creates a new customer in Booqable. This efficient automation ensures that no lead falls through the cracks and every potential customer is promptly accounted for in your Booqable platform. Turn your leads into customers with seamless efficiency.
Revamp your lead management process with this dynamic workflow. When pipeline stage changes occur in LeadConnector, it promptly creates a new customer in Booqable. This efficient automation ensures that no lead falls through the cracks and every potential customer is promptly accounted for in your Booqable platform. Turn your leads into customers with seamless efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Create a new customer.
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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
Completed Payment
Triggers when a payment is completed.
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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
New Customer
Triggers when a new customer is added.
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