DealMachine + LeadConnector
Create lead notes in DealMachine when pipeline stages change in LeadConnector
Stay ahead of your sales game with this efficient workflow. Whenever a pipeline stage is modified in LeadConnector, a corresponding note will be created for the lead in DealMachine. This process eliminates the need for manual data entry, allowing you to focus on more pressing tasks. Keep your lead information updated seamlessly and never miss a beat.
Stay ahead of your sales game with this efficient workflow. Whenever a pipeline stage is modified in LeadConnector, a corresponding note will be created for the lead in DealMachine. This process eliminates the need for manual data entry, allowing you to focus on more pressing tasks. Keep your lead information updated seamlessly and never miss a beat.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Note for Lead
Creates a note for a 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 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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