Content Snare + LeadConnector
Create requests in Content Snare when pipeline stages change in LeadConnector
Streamline your content request process with this efficient workflow which kicks in when a pipeline stage changes in LeadConnector. It instantly creates a new content request in Content Snare, ensuring your project stays on track and your content is always up to date. This automatic process saves time and eliminates the need for manual data entry, thus enhancing your overall productivity.
Streamline your content request process with this efficient workflow which kicks in when a pipeline stage changes in LeadConnector. It instantly creates a new content request in Content Snare, ensuring your project stays on track and your content is always up to date. This automatic process saves time and eliminates the need for manual data entry, thus enhancing your overall productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Request
Creates a new request.
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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
All Fields Completed
Triggers when all fields are completed.
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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
Client Created
Triggers when the client is created.
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