Hexfit + LeadConnector
Create new Hexfit clients when LeadConnector stages change
Improve your sales funnel efficiency with this productive workflow. As soon as a pipeline stage switches within LeadConnector, this automation instigates the 'Create Client' action in Hexfit. This perfect harmony between both apps enhances your efficiency and strengthens client relationship management, ensuring no prospect goes unnoticed.
Improve your sales funnel efficiency with this productive workflow. As soon as a pipeline stage switches within LeadConnector, this automation instigates the 'Create Client' action in Hexfit. This perfect harmony between both apps enhances your efficiency and strengthens client relationship management, ensuring no prospect goes unnoticed.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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 Client
Triggers when a new client is created.
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
New Intervention
Triggers when a new intervention is created.
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