FieldPulse + LeadConnector
"create new leads in FieldPulse when pipeline stages change in LeadConnector"
Streamline your sales process by automatically creating new leads in FieldPulse when a pipeline stage changes in LeadConnector. This workflow not only reduces manual data entry but also ensures that your FieldPulse list reflects real-time updates from LeadConnector. Stay on top of your leads and never miss out on a potential sales opportunity again with this efficient process.
Streamline your sales process by automatically creating new leads in FieldPulse when a pipeline stage changes in LeadConnector. This workflow not only reduces manual data entry but also ensures that your FieldPulse list reflects real-time updates from LeadConnector. Stay on top of your leads and never miss out on a potential sales opportunity again with this efficient process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
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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 Customer
Trigger when a new customer is added.
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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
StatusRequired
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