Encircle + LeadConnector
Create property claims in Encircle when pipeline stages change in LeadConnector
Keep a steady and streamlined flow of data between LeadConnector and Encircle with this helpful workflow. When the stage of your lead changes in LeadConnector, this process takes over to promptly establish a new property claim in Encircle, ensuring a swift response to potential client circumstances. Harness this automation to simplify your work and boost your productivity.
Keep a steady and streamlined flow of data between LeadConnector and Encircle with this helpful workflow. When the stage of your lead changes in LeadConnector, this process takes over to promptly establish a new property claim in Encircle, ensuring a swift response to potential client circumstances. Harness this automation to simplify your work and boost your productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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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
New Property Claim
Triggers when a new Property Claim is created.
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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
New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
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