Dotloop + LeadConnector
Create loops in Dotloop when pipeline stages change in LeadConnector
When a lead advances to a different stage in your LeadConnector sales pipeline, this workflow promptly starts a new loop in Dotloop. Streamlining these processes reduces manual handling and ensures your paperwork in Dotloop aligns seamlessly with your sales progress in LeadConnector. Experience a more efficient sales process with less delay and error.
When a lead advances to a different stage in your LeadConnector sales pipeline, this workflow promptly starts a new loop in Dotloop. Streamlining these processes reduces manual handling and ensures your paperwork in Dotloop aligns seamlessly with your sales progress in LeadConnector. Experience a more efficient sales process with less delay and error.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Loop
Triggers when a new loop is created.
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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
ProfileRequired
Try It
