Digest by Zapier + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Append Entry and Schedule Digest
Appends an entry to your digest, and schedules a time for it to be released.
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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
TitleRequired
EntryRequired
FrequencyRequired
Zap Step Id
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
DigestRequired
Delete Digest on Release
