Filevine + LeadConnector
"create new Filevine contacts when LeadConnector pipeline stages change"
Keep your process streamlined and ensure no sales opportunity is missed when a pipeline stage changes in LeadConnector. This workflow swiftly creates a new contact in Filevine, allowing you to effortlessly stay on top of potential clients and maintain optimal sales efficiency. The automation takes over the task of manually translating data from one app to the other, offering a seamless transition between your sales and contact management systems.
Keep your process streamlined and ensure no sales opportunity is missed when a pipeline stage changes in LeadConnector. This workflow swiftly creates a new contact in Filevine, allowing you to effortlessly stay on top of potential clients and maintain optimal sales efficiency. The automation takes over the task of manually translating data from one app to the other, offering a seamless transition between your sales and contact management systems.
- 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
EventRequired
Load additional data?
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
ProjectRequired
Project TypeRequired
CollectionRequired
