FreeAgent + LeadConnector
Create new FreeAgent contacts when LeadConnector pipeline stages change
Effortlessly streamline your sales pipeline and contact management process with this LeadConnector to FreeAgent workflow. When a lead's pipeline stage is changed in LeadConnector, a new contact will be created in FreeAgent, ensuring you're always up-to-date with your prospects' progress. Save time and resources by letting this seamless integration manage your contacts and maintain accurate information across both platforms.
Effortlessly streamline your sales pipeline and contact management process with this LeadConnector to FreeAgent workflow. When a lead's pipeline stage is changed in LeadConnector, a new contact will be created in FreeAgent, ensuring you're always up-to-date with your prospects' progress. Save time and resources by letting this seamless integration manage your contacts and maintain accurate information across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Triggers when you add a new 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 Contact
Triggers when you add a new contact.
Try It
