Followup CRM + LeadConnector
Start new projects in Followup CRM when pipeline stages change in LeadConnector
Easily manage your sales process with this streamlined workflow. When changes occur to the stage of a lead in the LeadConnector app, it will prompt the creation of a new project in the Followup CRM app. Benefit from this seamless coordination to effortlessly maintain project updates hand in hand with lead progressions. Simplify your workload and ensure continuity in project management and lead tracking.
Easily manage your sales process with this streamlined workflow. When changes occur to the stage of a lead in the LeadConnector app, it will prompt the creation of a new project in the Followup CRM app. Benefit from this seamless coordination to effortlessly maintain project updates hand in hand with lead progressions. Simplify your workload and ensure continuity in project management and lead tracking.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Zap Project in Followup CRM OA Testing team
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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
Company Created
When a company is created on Followup, this Zap will be triggered
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
Company Updated
When a company is updated on Followup, this Zap will be triggered
Try It
