Business Pilot + LeadConnector
Business Pilot + LeadConnector
Business Pilot + LeadConnector integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create EnquiryCreates an Enquiry in the system.
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More things you can do with LeadConnector and Business Pilot
Discover other triggers and actions you can use with LeadConnector and Business Pilot
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Contact
Triggers when there's a new contact.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New Contract
Triggers when there's a new contract.
Try ItTriggerInstant
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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