Double HQ + LeadConnector
Double HQ + LeadConnector
Double HQ + LeadConnector integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ContactCreates a new contact for a client in Double.
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More things you can do with LeadConnector and Double HQ
Discover other triggers and actions you can use with LeadConnector and Double HQ
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Creation
Triggers when a new client is created.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Client Properties Update
Triggers when client properties are modified.
Try ItTriggerInstant
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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