Clearstream + LeadConnector
Update Clearstream subscribers when LeadConnector pipeline stages change
Streamline your lead management process with this efficient workflow. When a pipeline stage changes in LeadConnector, it prompts an immediate creation or update of a subscriber in Clearstream. This workflow not only enhances communication consistency but also ensures your Clearstream subscriber list stays up-to-date, saving you valuable time in your lead management efforts.
Streamline your lead management process with this efficient workflow. When a pipeline stage changes in LeadConnector, it prompts an immediate creation or update of a subscriber in Clearstream. This workflow not only enhances communication consistency but also ensures your Clearstream subscriber list stays up-to-date, saving you valuable time in your lead management efforts.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Subscriber
Creates and opts-in a new subscriber, or updates an existing subscriber.
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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
Should This Trigger Run When a Keyword Is Used?Required
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
Mobile NumberRequired
Automated WorkflowRequired
Exclude subscribers who have previously entered this workflow?Required
