CloudTalk + LeadConnector
Create new contacts in CloudTalk when pipeline stages change in LeadConnector
Transform your communication strategy with LeadConnector and CloudTalk. Whenever there's an update in the pipeline stage within LeadConnector, a corresponding change will be reflected in CloudTalk. This streamlined workflow ensures as a lead progresses in LeadConnector, the same progress is mirrored in CloudTalk, maintaining consistency and efficiency across both platforms. Utilize this workflow to boost your sales efforts and improve lead management, fostering seamless collaboration and increased conversions.
Transform your communication strategy with LeadConnector and CloudTalk. Whenever there's an update in the pipeline stage within LeadConnector, a corresponding change will be reflected in CloudTalk. This streamlined workflow ensures as a lead progresses in LeadConnector, the same progress is mirrored in CloudTalk, maintaining consistency and efficiency across both platforms. Utilize this workflow to boost your sales efforts and improve lead management, fostering seamless collaboration and increased conversions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create 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 Call
Triggers when call is made via CloudTalk.
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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 Contact
Triggers when a contact is created or updated in CloudTalk.
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