Deadline Funnel + LeadConnector
Track purchases in Deadline Funnel when pipeline stages change in LeadConnector
Simplify your sales tracking and remain flexible in your approach with this streamlined process. When a lead progresses to a different stage in the LeadConnector platform, it initiates a corresponding adjustment in Deadline Funnel, helping you seamlessly monitor any changes in your sales strategy. This automation provides an efficient way to keep your business and marketing plans coordinated and successful.
Simplify your sales tracking and remain flexible in your approach with this streamlined process. When a lead progresses to a different stage in the LeadConnector platform, it initiates a corresponding adjustment in Deadline Funnel, helping you seamlessly monitor any changes in your sales strategy. This automation provides an efficient way to keep your business and marketing plans coordinated and successful.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Track Purchase
Creates a sales tracking event.
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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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