Capsule CRM + LeadConnector
Update contacts in Capsule CRM when pipeline stages change in LeadConnector
Manage your business contacts with ease and efficiency. When a pipeline stage shifts in LeadConnector, this workflow instantly updates any relevant information in your Capsule CRM. Say goodbye to manual entry and keep your Capsule CRM contacts up-to-date, ensuring smooth management of customer relationships. This digital pipeline process reduces human errors and accelerates your CRM updates.
Manage your business contacts with ease and efficiency. When a pipeline stage shifts in LeadConnector, this workflow instantly updates any relevant information in your Capsule CRM. Say goodbye to manual entry and keep your Capsule CRM contacts up-to-date, ensuring smooth management of customer relationships. This digital pipeline process reduces human errors and accelerates your CRM updates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!
Update an existing Contact
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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
ActionRequired
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
ActionRequired
Try It
