Followup CRM + LeadConnector
Followup CRM + LeadConnector
Followup CRM + LeadConnector integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ProjectZap Project in Followup CRM OA Testing team
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More things you can do with LeadConnector and Followup CRM
Discover other triggers and actions you can use with LeadConnector and Followup CRM
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Company Created
When a company is created on Followup, this Zap will be triggered
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Company Updated
When a company is updated on Followup, this Zap will be triggered
Try ItTriggerInstant
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier