CINC + LeadConnector
Update notes in CINC when pipeline stages change in LeadConnector
Manage your sales process more efficiently with this automation. When a change is made in the stage of your LeadConnector pipeline, a note is instantly created within the CINC app. This means you can effortlessly keep track of every lead's progress, enhancing transparency in your sales operations. It's a streamlined way to ensure all important data is captured accurately and promptly.
Manage your sales process more efficiently with this automation. When a change is made in the stage of your LeadConnector pipeline, a note is instantly created within the CINC app. This means you can effortlessly keep track of every lead's progress, enhancing transparency in your sales operations. It's a streamlined way to ensure all important data is captured accurately and promptly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Note
Adds a note to a 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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