Clipio + LeadConnector
Create new Clipio contacts when pipeline stages change in LeadConnector
Maximize your efficiency by responding promptly to changes in the lead pipeline stage within LeadConnector. This procedural workflow spurs the action of creating a new contact in Clipio. In doing so, it enhances the connection between LeadConnector and Clipio, fostering smoother interactions with prospective clients and boosting your business performance.
Maximize your efficiency by responding promptly to changes in the lead pipeline stage within LeadConnector. This procedural workflow spurs the action of creating a new contact in Clipio. In doing so, it enhances the connection between LeadConnector and Clipio, fostering smoother interactions with prospective clients and boosting your business performance.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new Contact in your team
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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
First NameRequired
Last Name
Company WebsiteRequired
Avatar URL
Email Address
Company Name
Job Title
Company LinkedIn
Personal LinkedIn
Personal Website
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
