Digest by Zapier + LeadConnector integrations
Update and schedule Digest by Zapier entries when pipeline stages change in LeadConnector
Improve your lead follow-up process using this efficient workflow. When a stage change occurs within LeadConnector, related information will be conveniently added to a Digest by Zapier entry and a digest is scheduled for you. This automation assures your lead data is consistently gathered, providing you with a comprehensive overview to make informed decisions without any additional effort on your part.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Append Entry and Schedule DigestAppends an entry to your digest, and schedules a time for it to be released.
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More things you can do with LeadConnector and Digest by Zapier
Discover other triggers and actions you can use with LeadConnector and Digest by Zapier
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- TitleRequired
- EntryRequired
- FrequencyRequired
- Zap_step_id
ActionWrite
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- DigestRequired
- Delete Digest on Release
ActionWrite
Digest captures info from multiple events in your workflows and collects them in a single easily consumed summary that can be sent to any app.
Related categories
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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