FreedomSoft + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates 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
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
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
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
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