Contractors Cloud + LeadConnector
Import leads to Contractors Cloud when pipeline stages change in LeadConnector
Ensure seamless transfer of leads by utilizing this workflow. Whenever a lead hits a new stage in LeadConnector, it instantly imports the lead into Contractors Cloud. This streamlines your data management process, ensuring all your lead information is consistently updated and centralized for improved sales productivity.
Ensure seamless transfer of leads by utilizing this workflow. Whenever a lead hits a new stage in LeadConnector, it instantly imports the lead into Contractors Cloud. This streamlines your data management process, ensuring all your lead information is consistently updated and centralized for improved sales productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Import Lead
Import a new record into Contractors Cloud.
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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
New Record
Triggers when a new import record is created.
Try It
