Circle + LeadConnector
Tag members in Circle when pipeline stages change in LeadConnector
Streamline your sales process with the seamless connection between LeadConnector and Circle. Whenever there's a change in your sales stage at LeadConnector, this tool quickly updates in the Circle. This keeps your team updated with the latest developments with their leads, fostering productivity and involvement. Enhance your business efficiency by aligning your sales and marketing activities with this easy-to-use workflow.
Streamline your sales process with the seamless connection between LeadConnector and Circle. Whenever there's a change in your sales stage at LeadConnector, this tool quickly updates in the Circle. This keeps your team updated with the latest developments with their leads, fostering productivity and involvement. Enhance your business efficiency by aligning your sales and marketing activities with this easy-to-use workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Tag Member
Tag a community member with a member tag.
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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
