Copilot + LeadConnector
Send messages in Copilot when pipeline stages are updated in LeadConnector
When a shift occurs in your LeadConnector pipeline stage, ensure you stay updated with the Copilot app. This seamless workflow sends a message in Copilot each time there's a stage change in LeadConnector. In just a few clicks, you can set up this automation to conserve time, improve communication, and keep your workflows running smoothly.
When a shift occurs in your LeadConnector pipeline stage, ensure you stay updated with the Copilot app. This seamless workflow sends a message in Copilot each time there's a stage change in LeadConnector. In just a few clicks, you can set up this automation to conserve time, improve communication, and keep your workflows running smoothly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Message
Create and send a message to a designated message channel.
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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
List App Installs
Lists the app installs in a workspace.
Try It
