DealMachine + LeadConnector
Update leads in DealMachine when pipeline stages change in LeadConnector
Streamline your sales operations by integrating LeadConnector with DealMachine. When a change occurs in the pipeline stage within LeadConnector, this workflow instantly adds a lead in the DealMachine app. It's an efficient way to ensure every potential customer is tracked and managed in your sales funnel, keeping your business operations seamless and efficient.
Streamline your sales operations by integrating LeadConnector with DealMachine. When a change occurs in the pipeline stage within LeadConnector, this workflow instantly adds a lead in the DealMachine app. It's an efficient way to ensure every potential customer is tracked and managed in your sales funnel, keeping your business operations seamless and efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead
Add a lead to your team's DealMachine account.
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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 Lead
Triggers when a new lead is added to your team's DealMachine account.
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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
New Team Member
Triggers when a new team member is added to your team.
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