Clientify + LeadConnector
"create new contacts in Clientify when pipeline stages change in LeadConnector"
Whenever a change occurs in your Pipeline Stage within the LeadConnector app, this workflow will promptly compile and create a new contact in your Clientify app. Enhance your customer management skills by ensuring all your data is up to date and easily accessible, without manually transferring information between apps. This automation empowers you to keep your focus on lead nurturing and customer satisfaction tasks.
Whenever a change occurs in your Pipeline Stage within the LeadConnector app, this workflow will promptly compile and create a new contact in your Clientify app. Enhance your customer management skills by ensuring all your data is up to date and easily accessible, without manually transferring information between apps. This automation empowers you to keep your focus on lead nurturing and customer satisfaction tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a Contact in Clientify
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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
TagRequired
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
New Company
Triggers when a new company is created in clientify.
Try It
