DonorDock + LeadConnector
Create new DonorDock contacts when LeadConnector pipeline stages change
Enhance your lead management process with an efficient workflow between LeadConnector and DonorDock. Every time there's a shift in pipeline stage in LeadConnector, it will promptly lead to the corresponding stage changes in DonorDock. This assists in smoothing your journey from lead to donor conversion, increasing efficiency and saving you precious time. Engage in the simplicity and organization this process brings to keep your operations running smoothly.
Enhance your lead management process with an efficient workflow between LeadConnector and DonorDock. Every time there's a shift in pipeline stage in LeadConnector, it will promptly lead to the corresponding stage changes in DonorDock. This assists in smoothing your journey from lead to donor conversion, increasing efficiency and saving you precious time. Engage in the simplicity and organization this process brings to keep your operations running smoothly.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new Contact in DonorDock.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 Badge Added to Contact
Triggers when a new badge is added to a contact record.
Try It
