EnquiryBox + LeadConnector
Create EnquiryBox leads when pipeline stages change in LeadConnector
Shift your focus towards streamlining your sales process with this workflow that starts when a stage change occurs in LeadConnector. Directly from there, a new lead is promptly created in EnquiryBox, thus ensuring that no potential client slips through the cracks. Enhance your lead management efforts and reduce manual tasks with this streamlined automation.
Shift your focus towards streamlining your sales process with this workflow that starts when a stage change occurs in LeadConnector. Directly from there, a new lead is promptly created in EnquiryBox, thus ensuring that no potential client slips through the cracks. Enhance your lead management efforts and reduce manual tasks with this streamlined automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new Lead in Enquirybox Account
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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
Choose the Box where the new enquiry will comeRequired
Choose the stageRequired
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
Zap NameRequired
Box Name(Leave unselected for automatic routing)
Box Stage
Full NameRequired
First_Name
Last Name
Phone NumberRequired
EmailRequired
message
File
Images
Note
Label
Entry point URL
