Foodzilla + LeadConnector
Update Foodzilla clients when pipeline stages change in LeadConnector
Simplify your lead management with this efficient workflow. When a change transpires in the pipeline stage in your LeadConnector, it promptly results in a similar change in your Foodzilla. This swift system ensures your client database is constantly updated with any shifts in client status, streamlining your operations, and saving valuable time. Experience lead management at its simplest and most efficient.
Simplify your lead management with this efficient workflow. When a change transpires in the pipeline stage in your LeadConnector, it promptly results in a similar change in your Foodzilla. This swift system ensures your client database is constantly updated with any shifts in client status, streamlining your operations, and saving valuable time. Experience lead management at its simplest and most efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Client
Add a client directly into Foodzilla with their profile details. If nutrition targets aren’t provided, they’ll be calculated automatically. You can choose whether or not to send them an email invite. If the client was previously archived or deleted, this action will reactivate them (and will not send an email invite). Please note: this will only work if you have an available client seat. If you’ve reached your limit, the action will be rejected — you can upgrade your plan anytime in Foodzilla to add more seats.
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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
Client Added
Triggers when a new client is registered into the system.
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
Receive Chat Message
Triggers when a chat message is received from your clients.
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