Brilliant Directories + LeadConnector
Update new leads in Brilliant Directories when pipeline stages change in LeadConnector
Streamline your sales process by linking your LeadConnector and Brilliant Directories apps. With this workflow, any changes in your Pipeline Stage in LeadConnector result in creating a fresh lead in Brilliant Directories. It brings efficiency to your sales pipeline and lets you capture and act on potential leads timely. Using this automation takes the manual work off your plate, letting you focus on nurturing your prospects.
Streamline your sales process by linking your LeadConnector and Brilliant Directories apps. With this workflow, any changes in your Pipeline Stage in LeadConnector result in creating a fresh lead in Brilliant Directories. It brings efficiency to your sales pipeline and lets you capture and act on potential leads timely. Using this automation takes the manual work off your plate, letting you focus on nurturing your prospects.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates new lead record in your Brilliant Directories website database.
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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
Help Text
Field To SearchRequired
Field To Search Value
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
Help Text
Field To SearchRequired
Field To Search Value
Try It
