Circle + LeadConnector
Remove members in Circle when pipeline stages change in LeadConnector
Enhance your team's productivity with this efficient feature that seamlessly links your sales process between LeadConnector and Circle. Whenever there's a shift in stage within your LeadConnector pipeline, the corresponding member in Circle will be instantly updated. This streamlined operation not only ensures accurate team alignment but also simplifies the management of your sales funnel.
Enhance your team's productivity with this efficient feature that seamlessly links your sales process between LeadConnector and Circle. Whenever there's a shift in stage within your LeadConnector pipeline, the corresponding member in Circle will be instantly updated. This streamlined operation not only ensures accurate team alignment but also simplifies the management of your sales funnel.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Remove Member
Remove a member from your community.
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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
