Databox + LeadConnector
Increase Databox counters when lead stages change in LeadConnector
Easily keep track of lead progression in your business with this workflow. When a stage change occurs in your LeadConnector, it will instantly update a counter in Databox. This ensures you always know what's happening with your leads, giving you the ability to make data-driven decisions and stay on top of your sales pipeline with minimal effort.
Easily keep track of lead progression in your business with this workflow. When a stage change occurs in your LeadConnector, it will instantly update a counter in Databox. This ensures you always know what's happening with your leads, giving you the ability to make data-driven decisions and stay on top of your sales pipeline with minimal effort.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Increase Counter
Increment a specified metric by 1 every time this action happens.
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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
Metric NameRequired
Value
Title
Date / Timestamp
Every Row Has Unique Data
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
MetricRequired
