GetAccept + LeadConnector
Create new GetAccept contacts when pipeline stages change in LeadConnector
This workflow starts when there's a shift in your pipeline stage within LeadConnector. Once activated, it instantly establishes a new contact in GetAccept. This seamless process means less data entry, ensuring your GetAccept contact list is always up to date with your latest LeadConnector changes. It gets the job done in the background, so you can focus on more important tasks.
This workflow starts when there's a shift in your pipeline stage within LeadConnector. Once activated, it instantly establishes a new contact in GetAccept. This seamless process means less data entry, ensuring your GetAccept contact list is always up to date with your latest LeadConnector changes. It gets the job done in the background, so you can focus on more important tasks.
- 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 to use later for document sendings.
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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
Created By
Try It
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
Created By
Try It
