CINC + LeadConnector
Create new CINC leads when LeadConnector pipeline stages change
Effortlessly manage your leads by connecting LeadConnector and CINC with this seamless workflow. When a pipeline stage changes in LeadConnector, this automation creates a new lead in CINC, keeping your team informed about the latest prospect updates. This workflow aids in tracking the progress of new opportunities and refining your lead nurturing process, helping you stay organized and efficient.
Effortlessly manage your leads by connecting LeadConnector and CINC with this seamless workflow. When a pipeline stage changes in LeadConnector, this automation creates a new lead in CINC, keeping your team informed about the latest prospect updates. This workflow aids in tracking the progress of new opportunities and refining your lead nurturing process, helping you stay organized and efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
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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
Agent Assigned
Triggers when an agent is assigned.
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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
Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
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