Circle + LeadConnector
Create new Circle posts when LeadConnector stages change
Boost your team's communication and workflow efficiency with this seamless integration. When there's a shift in the stage of your opportunities in LeadConnector, it immediately triggers a fresh post on Circle. This provides on-the-spot updates to your team, ensuring everyone is up-to-date with the sales progression. This way, you stay ahead of the curve in the dynamic world of sales and marketing.
Boost your team's communication and workflow efficiency with this seamless integration. When there's a shift in the stage of your opportunities in LeadConnector, it immediately triggers a fresh post on Circle. This provides on-the-spot updates to your team, ensuring everyone is up-to-date with the sales progression. This way, you stay ahead of the curve in the dynamic world of sales and marketing.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Post
Creates a new post on a 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
