Create new Freshdesk contacts when stages change in LeadConnector
Easily streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it promptly updates and creates a new contact in Freshdesk. This automation ensures seamless data transfer between platforms, enabling you to focus more on nurturing leads and less on manual data entry tasks. Benefit from this smoothly integrated system to manage contacts more efficiently.
Easily streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it promptly updates and creates a new contact in Freshdesk. This automation ensures seamless data transfer between platforms, enabling you to focus more on nurturing leads and less on manual data entry tasks. Benefit from this smoothly integrated system to manage contacts more efficiently.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Allows you to create a User/Customer in Freshdesk for your support domain.
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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
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
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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
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 a new customer is created.
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