EZLynx + LeadConnector
Create notes in EZLynx when pipeline stages are updated in LeadConnector
With this workflow, every time there's a change in the pipeline stage in LeadConnector, a new note is swiftly created in EZLynx. This ensures your EZLynx records are up-to-date with changes in LeadConnector, keeping your customer interactions informed and your records meticulously thorough. Enjoy effortless organization, ensuring no crucial detail slips through the cracks.
With this workflow, every time there's a change in the pipeline stage in LeadConnector, a new note is swiftly created in EZLynx. This ensures your EZLynx records are up-to-date with changes in LeadConnector, keeping your customer interactions informed and your records meticulously thorough. Enjoy effortless organization, ensuring no crucial detail slips through the cracks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Note
Creates a new Note.
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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 Applicant
Triggers when a new applicant is added.
Try It
