Groove.cm + LeadConnector
Create Groove.cm members when LeadConnector pipeline stages change
Stay on top of your sales funnel progress without lifting a finger. With this workflow, as soon as a pipeline stage alters in LeadConnector, a similar update instantly reflects in Groove.cm, ensuring both platforms always mirror each other. This process effectively eliminates the need for manual data entries and maintains consistency between both platforms. You save time, enhance efficiency, and keep your focus where it matters most - on driving sales.
Stay on top of your sales funnel progress without lifting a finger. With this workflow, as soon as a pipeline stage alters in LeadConnector, a similar update instantly reflects in Groove.cm, ensuring both platforms always mirror each other. This process effectively eliminates the need for manual data entries and maintains consistency between both platforms. You save time, enhance efficiency, and keep your focus where it matters most - on driving sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create GrooveMember Member
Triggers when a new member is added into your GrooveMember membership
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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
FunnelRequired
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
FunnelRequired
ProductRequired
Price PointRequired
Try It
