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- Lead Group ChangedTriggers when a lead is moved to the selected group.Trigger
- Lead Pipeline ChangedTriggers when a lead is moved to the selected pipeline.Trigger
- New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.Trigger
- Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.Trigger
- Create LeadCreates a new lead.Action
- Update LeadUpdates an existing lead.Action