BoothBook + LeadConnector
Modify lead status in BoothBook by creating new leads whenever pipeline stages change in LeadConnector
When a lead moves through a certain stage in the LeadConnector system, this workflow promptly creates a new lead in your BoothBook system. This effective automation helps maintain a consistent sales pipeline and ensures you're optimizing each opportunity. With this seamless connection between LeadConnector and BoothBook, you'll experience efficient lead management with minimal manual intervention.
When a lead moves through a certain stage in the LeadConnector system, this workflow promptly creates a new lead in your BoothBook system. This effective automation helps maintain a consistent sales pipeline and ensures you're optimizing each opportunity. With this seamless connection between LeadConnector and BoothBook, you'll experience efficient lead management with minimal manual intervention.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new lead
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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 Event Type
Triggers when a new event type is created.
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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 Booking
Triggers when a new booking is submitted.
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