Community + LeadConnector
Update stages in LeadConnector and add members to a Community in Community via phone number
When a lead's status changes in LeadConnector, this workflow quickly adds that contact to your Community by phone number. This ensures your marketing efforts remain focused and streamlined, keeping your community members up to date and engaged, while saving you the manual data entry effort. Stay organized and proactive in your communication without lifting a finger.
When a lead's status changes in LeadConnector, this workflow quickly adds that contact to your Community by phone number. This ensures your marketing efforts remain focused and streamlined, keeping your community members up to date and engaged, while saving you the manual data entry effort. Stay organized and proactive in your communication without lifting a finger.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Member to a Community via Phone Number
Add Member to a Community via Phone Number
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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
Message Received
Triggers when we receive a message from a member
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
Member Changed
Triggers when a member changes state to "live", "opted out", "blocked", or "deleted".
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