FLG + LeadConnector
Create new leads in FLG when pipeline stages change in LeadConnector
Boost your team's efficiency with this workflow. Whenever the stage changes in your LeadConnector pipeline, a new lead is instantly created in FLG. Stay organized and responsive without lifting a finger. This automation ensures that your sales process is always up to date, enabling you to better track lead generation and progression.
Boost your team's efficiency with this workflow. Whenever the stage changes in your LeadConnector pipeline, a new lead is instantly created in FLG. Stay organized and responsive without lifting a finger. This automation ensures that your sales process is always up to date, enabling you to better track lead generation and progression.
- 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
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
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
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
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try It
