CRM Web App + LeadConnector
Change pipeline stages in LeadConnector and create new leads in CRM Web App
Make your sales pipeline management more efficient with this workflow. When a lead's status gets updated in LeadConnector, it instantly creates a lead within CRM Web App. This seamless integration keeps your sales team aligned and ensures all the data is updated in real-time to help them close deals faster.
Make your sales pipeline management more efficient with this workflow. When a lead's status gets updated in LeadConnector, it instantly creates a lead within CRM Web App. This seamless integration keeps your sales team aligned and ensures all the data is updated in real-time to help them close deals faster.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead into the program
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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
New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
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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 Client
Triggers when a new client is added or when an existing client is assigned as a client.
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