Close + LeadConnector
Create new contacts in Close when pipeline stages change in LeadConnector
Easily keep track of your client interactions with this streamlined workflow. Once the stage of a lead changes in LeadConnector, a new contact is instantly created in Close. This eliminates the need for manual data entry and ensures your client list in Close is always up-to-date with your latest lead information from LeadConnector. Use this workflow to spend less time on data management and more time on nurturing your leads.
Easily keep track of your client interactions with this streamlined workflow. Once the stage of a lead changes in LeadConnector, a new contact is instantly created in Close. This eliminates the need for manual data entry and ensures your client list in Close is always up-to-date with your latest lead information from LeadConnector. Use this workflow to spend less time on data management and more time on nurturing your leads.
- 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.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try It
