Contractor Foreman + LeadConnector
Create new leads in Contractor Foreman when pipeline stages change in LeadConnector
Streamline your pipeline management effectively with this workflow. When there is a shift in stages within your LeadConnector, this propels a parallel update in Contractor Foreman, instantly mirroring the modification within your project management framework. This automation method not only saves precious time but also reduces potential errors in your workflow process, making your project management more efficient and accurate.
Streamline your pipeline management effectively with this workflow. When there is a shift in stages within your LeadConnector, this propels a parallel update in Contractor Foreman, instantly mirroring the modification within your project management framework. This automation method not only saves precious time but also reduces potential errors in your workflow process, making your project management more efficient and accurate.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead in Contractor Foreman.
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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
Customer Deleted
Triggers when customer is deleted.
Try It
