CINC + LeadConnector
Update leads in CINC when pipeline stages change in LeadConnector
Streamline your lead management process with our convenient workflow. When a stage change occurs in your LeadConnector, this automation promptly updates the corresponding lead status in the CINC app. Enhance efficiency, always stay updated and never miss an opportunity to engage with your leads at the right stage of the pipeline.
Streamline your lead management process with our convenient workflow. When a stage change occurs in your LeadConnector, this automation promptly updates the corresponding lead status in the CINC app. Enhance efficiency, always stay updated and never miss an opportunity to engage with your leads at the right stage of the pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Lead
Updates existing lead in the CINC CRM.
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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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