Deadline Funnel + LeadConnector
Start a new deadline in Deadline Funnel when pipeline stages change in LeadConnector
Keep your sales process organized and efficient with this workflow. When a change happens in the pipeline stage within the LeadConnector app, this automation initiates the Start Deadline function in Deadline Funnel. This seamless integration keeps your sales process on track, ensuring you never miss a deal. Streamline your process to effortlessly manage leads and deadlines.
Keep your sales process organized and efficient with this workflow. When a change happens in the pipeline stage within the LeadConnector app, this automation initiates the Start Deadline function in Deadline Funnel. This seamless integration keeps your sales process on track, ensuring you never miss a deal. Streamline your process to effortlessly manage leads and deadlines.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Start Deadline
Starts a deadline for a specific lead.
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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
New ConvertHub Portal
Triggers when a new portal is created.
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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
Select PortalRequired
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