CloudSpot + LeadConnector
Update new CloudSpot contacts when pipeline stages change in LeadConnector
Keep your sales and marketing processes well-aligned with this efficient workflow. When a stage in your LeadConnector pipeline undergoes a change, it instructs CloudSpot to promptly create a new contact. This ensures your contact information stays up-to-date and neatly organized, enhancing your productivity without requiring manual intervention.
Keep your sales and marketing processes well-aligned with this efficient workflow. When a stage in your LeadConnector pipeline undergoes a change, it instructs CloudSpot to promptly create a new contact. This ensures your contact information stays up-to-date and neatly organized, enhancing your productivity without requiring manual intervention.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New 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
New Email Capture
Triggers when a new email was captured in web galleries.
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
Fulfillment TypeRequired
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