GorillaDesk + LeadConnector
Add new GorillaDesk customers when stages change in LeadConnector pipeline
Move your sales process forward seamlessly with this streamlined workflow. When a pipeline stage changes in LeadConnector, it triggers an immediate customer addition in GorillaDesk. This process makes client tracking much more efficient, cutting down on manual data entry and ensuring that your customer database is always up-to-date. Experience a smoother sales operation with this workflow.
Move your sales process forward seamlessly with this streamlined workflow. When a pipeline stage changes in LeadConnector, it triggers an immediate customer addition in GorillaDesk. This process makes client tracking much more efficient, cutting down on manual data entry and ensuring that your customer database is always up-to-date. Experience a smoother sales operation with this workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Customer
Adds a new customer to GorillaDesk.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
Start DateTimeRequired
First NameRequired
Last Name
EmailRequired
Mobile PhoneRequired
AddressRequired
Notes
