Callingly + LeadConnector
Change pipeline stages in LeadConnector and call leads in Callingly
With this automation, whenever a change occurs in your Pipeline stage through LeadConnector, a call lead action will be initiated in your Callingly app. This streamlined workflow allows you to seamlessly respond to pipeline updates and engage with potential customers swiftly and efficiently. Truly a game-changer for managing leads and enhancing productivity.
With this automation, whenever a change occurs in your Pipeline stage through LeadConnector, a call lead action will be initiated in your Callingly app. This streamlined workflow allows you to seamlessly respond to pipeline updates and engage with potential customers swiftly and efficiently. Truly a game-changer for managing leads and enhancing productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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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
Lead Created
Triggers when a new lead is created.
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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
Updated Field
Team
Filter
Try It
