EasyMe + LeadConnector
Update clients in EasyMe when pipeline stages change in LeadConnector
Stay effortlessly organized and streamline your client management process. With every change in your lead's stage in LeadConnector, this workflow goes to work updating or creating new client profiles in EasyMe. It ensures your client information in EasyMe is always current, saving you precious time and freeing you from manual updates. This seamless process equips you with more time to focus on cultivating client relationships rather than spending hours on mundane tasks.
Stay effortlessly organized and streamline your client management process. With every change in your lead's stage in LeadConnector, this workflow goes to work updating or creating new client profiles in EasyMe. It ensures your client information in EasyMe is always current, saving you precious time and freeing you from manual updates. This seamless process equips you with more time to focus on cultivating client relationships rather than spending hours on mundane tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Client
Creates or updates a client.
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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
TagRequired
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
TagRequired
Try It
