essensys Operate + LeadConnector
Create new essensys Operate contacts when pipeline stages change in LeadConnector
Keep your essensys Operate contact list updated instantly with this workflow. Upon any changes to the lead status in LeadConnector, a corresponding contact in your essensys Operate gets created automatically. Ideal for sales and marketing professionals managing a multitude of leads, this workflow ensures every critical contact is tracked whenever there’s a change in the LeadConnector pipeline status. This streamlined process minimizes unnecessary manual updates and keeps your contact list fresh and accurate.
Keep your essensys Operate contact list updated instantly with this workflow. Upon any changes to the lead status in LeadConnector, a corresponding contact in your essensys Operate gets created automatically. Ideal for sales and marketing professionals managing a multitude of leads, this workflow ensures every critical contact is tracked whenever there’s a change in the LeadConnector pipeline status. This streamlined process minimizes unnecessary manual updates and keeps your contact list fresh and accurate.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 Account
Triggers when a new account is created.
Try It
