EZLynx + LeadConnector
Create new personal prospects in EZLynx when pipeline stages change in LeadConnector
This workflow springs into action when changes occur in your lead's Pipeline Stage within the LeadConnector app. Instantly, a fresh Personal Prospect is created within the EZLynx app. This dynamic, time-saving automation illuminates the process of tracking prospects and ensures you always stay ahead of changes in your leads. It eliminates any lag between lead progress and prospect creation to help streamline your sales process.
This workflow springs into action when changes occur in your lead's Pipeline Stage within the LeadConnector app. Instantly, a fresh Personal Prospect is created within the EZLynx app. This dynamic, time-saving automation illuminates the process of tracking prospects and ensures you always stay ahead of changes in your leads. It eliminates any lag between lead progress and prospect creation to help streamline your sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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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
