FreeAgent CRM + LeadConnector
Update FreeAgent CRM app records when pipeline stages change in LeadConnector
Speed up your sales and boost productivity with this workflow. When a stage changes in LeadConnector, it directly creates an app record in FreeAgent CRM. This automation ensures you don't miss any updates, keeping your data consistent across platforms so you can focus on turning leads into customers. Enhance your pipeline management with this streamlined process.
Speed up your sales and boost productivity with this workflow. When a stage changes in LeadConnector, it directly creates an app record in FreeAgent CRM. This automation ensures you don't miss any updates, keeping your data consistent across platforms so you can focus on turning leads into customers. Enhance your pipeline management with this streamlined process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create App Record
Creates a new App Record
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- 14 day trial for premium features & apps
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
AppRequired
Triggered on Create or UpdateRequired
Try It
