EFC Aquila + LeadConnector
Update stages in LeadConnector and add leads in EFC Aquila
Streamline your sales process with this efficient workflow. As soon as a change occurs to your pipeline stage in LeadConnector, a new lead will instantly be added in EFC Aquila. Keep your sales team focused and up-to-date, making your lead management process more efficient and effective.
Streamline your sales process with this efficient workflow. As soon as a change occurs to your pipeline stage in LeadConnector, a new lead will instantly be added in EFC Aquila. Keep your sales team focused and up-to-date, making your lead management process more efficient and effective.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead
Creates a Lead.
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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
LocationRequired
ProgrammeRequired
Grade From
Grade To
Progress From
Progress To
Promoted Weeks From
Promoted Weeks To
Attended From
Attended To
Ready to Promote
Assessed Weeks From
Assessed Weeks To
Age From
Age To
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
LocationRequired
Programme (Optional)
Total ClassesRequired
Try It
