CustomerHub + LeadConnector
Update CustomerHub users when LeadConnector pipeline stages change
Effortlessly manage your leads and customer data with this powerful workflow between LeadConnector and CustomerHub. When a lead's pipeline stage changes in LeadConnector, this automation will create or update the user information in CustomerHub accordingly. Save time, ensure accurate data, and streamline your lead management process with this efficient integration.
Effortlessly manage your leads and customer data with this powerful workflow between LeadConnector and CustomerHub. When a lead's pipeline stage changes in LeadConnector, this automation will create or update the user information in CustomerHub accordingly. Save time, ensure accurate data, and streamline your lead management process with this efficient integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update User
Creates or Updates User in CustomerHub. If Email exists, will update.
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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
User Active
Triggers when a user has been set to active.
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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
AudioRequired
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