Boulevard + LeadConnector
Create new Boulevard clients when LeadConnector pipeline stages change
Streamline your sales process using Pipeline Stage Changed in LeadConnector to activate the Create Client feature in Boulevard. This efficient workflow ensures that whenever lead status changes, corresponding client profiles are created immediately in Boulevard. Simplify your client management and save time on manual data entry with this seamless integration.
Streamline your sales process using Pipeline Stage Changed in LeadConnector to activate the Create Client feature in Boulevard. This efficient workflow ensures that whenever lead status changes, corresponding client profiles are created immediately in Boulevard. Simplify your client management and save time on manual data entry with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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
Appointment Cancelled
Triggers when an appointment is cancelled.
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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
Appointment Completed
Triggers when an appointment is completed.
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