BrokerEngine + LeadConnector
Change pipeline stages in LeadConnector and create new cards in BrokerEngine
Streamline your lead management process with this efficient workflow. When there's a change in a pipeline stage within LeadConnector, a new card will be created immediately in the BrokerEngine app. This smooth transition helps you keep track of all developments, minimizing manual data entry and ensuring real-time updates in your broker management system.
Streamline your lead management process with this efficient workflow. When there's a change in a pipeline stage within LeadConnector, a new card will be created immediately in the BrokerEngine app. This smooth transition helps you keep track of all developments, minimizing manual data entry and ensuring real-time updates in your broker management system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!New Card
Triggers when a new lead is created.
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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
Date Field
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
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try It
