CASEpeer + LeadConnector
Manage changed stages in LeadConnector and create new leads in CASEpeer
When there's a change in the pipeline stage within LeadConnector, this workflow quickly generates a new lead in CASEpeer. This process ensures all your important leads are instantly recorded in CASEpeer, keeping your database current and organized. It's a seamless bridge between LeadConnector and CASEpeer, enhancing your lead management efficiency.
When there's a change in the pipeline stage within LeadConnector, this workflow quickly generates a new lead in CASEpeer. This process ensures all your important leads are instantly recorded in CASEpeer, keeping your database current and organized. It's a seamless bridge between LeadConnector and CASEpeer, enhancing your lead management efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creating a lead action
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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
Case Status Change
Triggers when a case changes status.
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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
Received Client Text Message
Triggers when a client sends a text message.
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