DialMyCalls + LeadConnector
Add contacts in DialMyCalls when pipeline stages change in LeadConnector
Boost your efficiency with this simplified workflow that updates your DialMyCalls contact list in real time when changes occur in your LeadConnector pipeline stage. This automated process eliminates the need for repetitive data entry tasks, allowing you to focus more on enhancing productivity and effectiveness.
Boost your efficiency with this simplified workflow that updates your DialMyCalls contact list in real time when changes occur in your LeadConnector pipeline stage. This automated process eliminates the need for repetitive data entry tasks, allowing you to focus more on enhancing productivity and effectiveness.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add a Contact
Add a new contact to your DialMyCalls 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
Incoming Text ID
From Number
To Number
Status
Created At
Updated At
Try It
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
Broadcast NameRequired
Caller IDRequired
Recording IDRequired
ContactsRequired
