DASH Technology + LeadConnector
Create new contacts in DASH Technology when pipeline stages change in LeadConnector
Streamline your business process and ensure data accuracy with this intuitive automation. When a pipeline stage is altered in LeadConnector, the corresponding change is made in the DASH Technology app. This ensures that your contacts are always updated and your records remain accurate, saving valuable time and enhancing the efficiency of your business operations.
Streamline your business process and ensure data accuracy with this intuitive automation. When a pipeline stage is altered in LeadConnector, the corresponding change is made in the DASH Technology app. This ensures that your contacts are always updated and your records remain accurate, saving valuable time and enhancing the efficiency of your business operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create 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
Title
First NameRequired
Last NameRequired
Date of Birth
Email
Phone
Street
Suburb
State
Postcode
Country
Categories
Referrer
About
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
EmailRequired
SubjectRequired
CommentRequired
Categories
Attachment
