Business Pilot + LeadConnector
Generate new enquiries in Business Pilot when pipeline stages change in LeadConnector
Stay on top of your leads with this workflow between LeadConnector and Business Pilot. When a change occurs in your pipeline stage within LeadConnector, an enquiry is promptly created in Business Pilot. This efficient automation ensures you're always in the loop, managing your leads proactively and never missing another potential business opportunity. Enhance your lead management with this streamlined process.
Stay on top of your leads with this workflow between LeadConnector and Business Pilot. When a change occurs in your pipeline stage within LeadConnector, an enquiry is promptly created in Business Pilot. This efficient automation ensures you're always in the loop, managing your leads proactively and never missing another potential business opportunity. Enhance your lead management with this streamlined process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Enquiry
Creates an Enquiry in the system.
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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 Contact
Triggers when there's a new contact.
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
New Contract
Triggers when there's a new contract.
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