Contacts+ + LeadConnector
Create new Contacts+ contacts when pipeline stages change in LeadConnector
Stay on top of your sales process by instantly creating a new contact in Contacts+ whenever the stage changes for a lead in LeadConnector. This workflow ensures that every important lead detail is promptly reflected in your contact list, aiding in organized and efficient lead management. Save time and minimize human error by allowing this process to smoothly transfer the necessary data for you.
Stay on top of your sales process by instantly creating a new contact in Contacts+ whenever the stage changes for a lead in LeadConnector. This workflow ensures that every important lead detail is promptly reflected in your contact list, aiding in organized and efficient lead management. Save time and minimize human error by allowing this process to smoothly transfer the necessary data for you.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a 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
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
Team
Tags
Try It
