Double HQ + LeadConnector
Create new Double HQ contacts when LeadConnector pipeline stages change
Elevate your efficiency with this workflow. The moment a pipeline stage changes in the LeadConnector application, it mirrors these updates in Double HQ, ensuring your team remains informed. This automatic alignment streamlines your sales process, offers a comprehensive overview of pipeline status, and gives your team peace of mind to focus on target achievement. Experience swift closure of deals and stay ahead with this dynamic workflow.
Elevate your efficiency with this workflow. The moment a pipeline stage changes in the LeadConnector application, it mirrors these updates in Double HQ, ensuring your team remains informed. This automatic alignment streamlines your sales process, offers a comprehensive overview of pipeline status, and gives your team peace of mind to focus on target achievement. Experience swift closure of deals and stay ahead with this dynamic workflow.
- 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 for a client in Keeper.
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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
Client Properties Update
Triggers when client properties are modified.
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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
Close Status Update
Triggers when the status of a close is modified.
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