FreedomSoft + LeadConnector integrations
Create new FreedomSoft contacts when LeadConnector pipeline stages change
Automate your sales pipeline with this workflow that activates whenever there's a change in stage inside LeadConnector. It effortlessly captures and records these critical updates in your FreedomSoft app by creating a new contact. This seamless process ensures that important lead changes are never missed, keeping your customer relations and sales efforts aligned and efficient.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create ContactCreates a new contact.
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More things you can do with LeadConnector and FreedomSoft
Discover other triggers and actions you can use with LeadConnector and FreedomSoft
- 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- Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
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- 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- New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
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FreedomSoft is an all-in-one lead generation and real-estate automation system.
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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