DisputeFox + LeadConnector
Update new clients in DisputeFox when pipeline stages change in LeadConnector
Make your client-management effortless when stages change in your LeadConnector pipeline. This workflow instantly adds a new client in DisputeFox whenever a pipeline stage adjusts. Streamline your processes and ensure no lead falls through the cracks by having an updated client list at all times.
Make your client-management effortless when stages change in your LeadConnector pipeline. This workflow instantly adds a new client in DisputeFox whenever a pipeline stage adjusts. Streamline your processes and ensure no lead falls through the cracks by having an updated client list at all times.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
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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
Affiliate Updated
Trigger fire after updating new affiliate.
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
Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Try It
