Crmble + LeadConnector
Create new Crmble contacts when pipeline stages change in LeadConnector
Keep your sales process in sync with this workflow. When updates are made to a stage in the LeadConnector pipeline, this change is seamlessly reflected in Crmble. This ensures your records are consistently up-to-date and helps improve your efficiency by eliminating manual data entry tasks.
Keep your sales process in sync with this workflow. When updates are made to a stage in the LeadConnector pipeline, this change is seamlessly reflected in Crmble. This ensures your records are consistently up-to-date and helps improve your efficiency by eliminating manual data entry tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create a contact in your Crmble Contact Database
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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
Crmble TeamRequired
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
Crmble TeamRequired
Trello Card NameRequired
Trello Card Description
