Copilot CRM + LeadConnector
Create new Copilot CRM customers when LeadConnector pipeline stages change
Keep your sales process streamlined and efficient with this workflow, moving seamlessly from one stage to the other. When there's a change to a lead's status in LeadConnector, a new customer profile will be instantly set up in Copilot CRM. This process creates a smooth transition, removing the need for manual data entry while ensuring that your customer information is always up-to-date in your CRM.
Keep your sales process streamlined and efficient with this workflow, moving seamlessly from one stage to the other. When there's a change to a lead's status in LeadConnector, a new customer profile will be instantly set up in Copilot CRM. This process creates a smooth transition, removing the need for manual data entry while ensuring that your customer information is always up-to-date in your CRM.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer.
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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
Close Visit
Triggers when a visit to a customer is closed.
Try It
