Circle + LeadConnector
Remove members from Circle space when pipeline stages change in LeadConnector
Keep your community and sales efforts well coordinated with this dynamic workflow. A change in lead stage within LeadConnector prompts the removal of a member from a space in Circle. This streamlined process ensures efficient community management, maintaining only relevant participants as your sales cycle progresses. Leverage this system to enhance your resource management and keep your sales drive on track.
Keep your community and sales efforts well coordinated with this dynamic workflow. A change in lead stage within LeadConnector prompts the removal of a member from a space in Circle. This streamlined process ensures efficient community management, maintaining only relevant participants as your sales cycle progresses. Leverage this system to enhance your resource management and keep your sales drive on track.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Remove Member From Space
Remove a member from a space.
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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
