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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.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    FreedomSoftFreedomSoft
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
  • FreedomSoft triggers, actions, and search

    Buyer Lead Status Updated

    Triggers when a buyer lead status is updated to a new value, including during bulk status updates.

    Trigger
    Instant
    Try It
freedomsoft logo
freedomsoft logo

About FreedomSoft

FreedomSoft is an all-in-one lead generation and real-estate automation system.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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Zapier Interfaces

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