Customers.ai + LeadConnector
Update contacts in Customers.ai automation when pipeline stages change in LeadConnector
Turn your lead management into a highly efficient process with this workflow. Whenever a Pipeline Stage changes in LeadConnector, this automation instantly adds the contact to a specified automation in Customers.ai. Not only does this save precious time, but it keeps your marketing efforts in sync with your sales progress for a more targeted approach.
Turn your lead management into a highly efficient process with this workflow. Whenever a Pipeline Stage changes in LeadConnector, this automation instantly adds the contact to a specified automation in Customers.ai. Not only does this save precious time, but it keeps your marketing efforts in sync with your sales progress for a more targeted approach.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Contact to Automation
Adds a contact to an automation
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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
Trigger NameRequired
Try It
