Crisp + LeadConnector
Update contacts in Crisp when pipeline stages change in LeadConnector
This workflow sets in motion when there's a change in the pipeline stage in LeadConnector. It leads to an update or creation of a contact in the Crisp app smoothly. Going beyond the basic copy-paste, this workflow ensures your CRM in Crisp app stays up-to-date with every lead advancement in LeadConnector, thus improving your efficiency and keeping the sales process organized.
This workflow sets in motion when there's a change in the pipeline stage in LeadConnector. It leads to an update or creation of a contact in the Crisp app smoothly. Going beyond the basic copy-paste, this workflow ensures your CRM in Crisp app stays up-to-date with every lead advancement in LeadConnector, thus improving your efficiency and keeping the sales process organized.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Contact
Creates/Update a contact
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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
Edited Contact
Triggers when a contact is edited.
Try It
