EmailOctopus + LeadConnector
Update contacts in EmailOctopus when pipeline stages change in LeadConnector
Ensure your contacts are consistently updated with this workflow. Whenever a pipeline stage alteration occurs in LeadConnector, the corresponding contact in EmailOctopus experiences an immediate addition or update. This automation spares you the time-consuming task of manual data transfers between platforms, allowing you to focus on more important tasks. Your marketing efficiency is set to soar with this process.
Ensure your contacts are consistently updated with this workflow. Whenever a pipeline stage alteration occurs in LeadConnector, the corresponding contact in EmailOctopus experiences an immediate addition or update. This automation spares you the time-consuming task of manual data transfers between platforms, allowing you to focus on more important tasks. Your marketing efficiency is set to soar with this process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add/Update Contact
Adds a new contact to a list or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
CampaignRequired
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
CampaignRequired
Try It
