Compass + LeadConnector
Create new Compass leads when stages change in LeadConnector pipelines
Streamline your sales process with this efficient setup between LeadConnector and Compass. Once a stage in your LeadConnector pipeline shifts, a new lead will be swiftly created in Compass. This workflow accelerates your tasks, ensuring every potential lead gets timely attention. Leverage this system to efficiently organize leads and boost your sales ventures.
Streamline your sales process with this efficient setup between LeadConnector and Compass. Once a stage in your LeadConnector pipeline shifts, a new lead will be swiftly created in Compass. This workflow accelerates your tasks, ensuring every potential lead gets timely attention. Leverage this system to efficiently organize leads and boost your sales ventures.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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- 14 day trial for premium features & apps
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
First Name
Last Name
Email Address
Phone Number
Tags
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
