ConvergeHub + LeadConnector
Create module entries in ConvergeHub when pipeline stages change in LeadConnector
Stay on top of your business processes with this seamless workflow between LeadConnector and ConvergeHub. When a pipeline stage shifts in LeadConnector, this change reflects in your ConvergeHub system, ensuring all necessary updates are efficiently and promptly applied. Experience a smooth process for managing your business operations, eliminating the stress of manual data updates.
Stay on top of your business processes with this seamless workflow between LeadConnector and ConvergeHub. When a pipeline stage shifts in LeadConnector, this change reflects in your ConvergeHub system, ensuring all necessary updates are efficiently and promptly applied. Experience a smooth process for managing your business operations, eliminating the stress of manual data updates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Module Entry
Create a new entry in the module
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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
New Invoice
Triggers when a new Invoice is created
Try It
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
New Account
Triggers when you add a new account.
Try It
