CrazyCall + LeadConnector
Update contacts in CrazyCall when pipeline stages change in LeadConnector
Stay on top of your LeadConnector pipeline adjustments by seamlessly creating new contacts in CrazyCall. This workflow springs into action as soon as there's a stage change in LeadConnector, swiftly establishing a fresh contact in CrazyCall. Get rid of the hassle of manual data transfers and focus on advancing your business deals, assured that your contact updates are consistently maintained.
Stay on top of your LeadConnector pipeline adjustments by seamlessly creating new contacts in CrazyCall. This workflow springs into action as soon as there's a stage change in LeadConnector, swiftly establishing a fresh contact in CrazyCall. Get rid of the hassle of manual data transfers and focus on advancing your business deals, assured that your contact updates are consistently maintained.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact for a project.
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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
DomainRequired
ProjectRequired
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
DomainRequired
NumberRequired
Try It
