Follow Up Boss + LeadConnector
Update contact stages in Follow Up Boss when pipeline stages change in LeadConnector
Easily keep your communication streamlined between LeadConnector and Follow Up Boss with this simple workflow. Whenever a pipeline stage changes in LeadConnector, this automation seamlessly updates the stage for the corresponding contact in Follow Up Boss. Save time, enhance consistency, and ensure accurate and timely updates on every lead's progress.
Easily keep your communication streamlined between LeadConnector and Follow Up Boss with this simple workflow. Whenever a pipeline stage changes in LeadConnector, this automation seamlessly updates the stage for the corresponding contact in Follow Up Boss. Save time, enhance consistency, and ensure accurate and timely updates on every lead's progress.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing 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
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 Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
