Update opportunities in Close when pipeline stages change in LeadConnector
Stay on top of your sales game by promptly acting on any changes in your lead stages from LeadConnector. With this workflow, when a pipeline stage changes in LeadConnector, it instantly updates opportunities in the Close app. This ensures that your sales tracking is seamlessly updated and consistently aligned across platforms, saving you crucial time to focus on closing deals.
Stay on top of your sales game by promptly acting on any changes in your lead stages from LeadConnector. With this workflow, when a pipeline stage changes in LeadConnector, it instantly updates opportunities in the Close app. This ensures that your sales tracking is seamlessly updated and consistently aligned across platforms, saving you crucial time to focus on closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Opportunity
Updates an existing Opportunity.
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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.
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