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!Create Lead
Creates a Lead in 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
Lead Connection IdRequired
First Name
Last Name
Street address
City
State code
Zip (postal code)
Phone
Email
Site Type
Lead Source Name
Project Notes
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
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
