Circle + LeadConnector
Add members to Circle space group when pipeline stages change in LeadConnector
Streamline your lead management process with this workflow. When a change occurs in a Pipeline Stage within LeadConnector, it will swiftly add the relevant member to a Space Group within the Circle app. This process efficiently enhances team communication and collaboration, allowing for up-to-date tracking of lead progress.
Streamline your lead management process with this workflow. When a change occurs in a Pipeline Stage within LeadConnector, it will swiftly add the relevant member to a Space Group within the Circle app. This process efficiently enhances team communication and collaboration, allowing for up-to-date tracking of lead progress.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Member to Space Group
Add a new member to a space group and all its spaces.
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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
Community
Try It
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
CommunityRequired
Trigger Once Per ContentRequired
Try It
