Copper + LeadConnector
Update and create leads in Copper when pipeline stages change in LeadConnector
When a lead progresses to a new stage in the LeadConnector, this workflow seamlessly updates or establishes a new lead in Copper. Streamline your lead management process and improve efficiency in your sales pipeline. With this setup, you can ensure data consistency across your platforms and always have the latest information at your fingertips.
When a lead progresses to a new stage in the LeadConnector, this workflow seamlessly updates or establishes a new lead in Copper. Streamline your lead management process and improve efficiency in your sales pipeline. With this setup, you can ensure data consistency across your platforms and always have the latest information at your fingertips.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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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
Entity TypeRequired
Activity TypeRequired
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 Company
Triggers when a new Company is created in Copper.
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