Holded + LeadConnector
Create new Holded contacts when pipeline stages change in LeadConnector
Easily streamline your sales process with this efficient workflow. When a lead's status is updated in LeadConnector, this workflow promptly creates a new contact in Holded. This automation not only saves valuable time but also ensures every lead is tracked accurately, helping you stay on top of your game. Enhance your efficiency and never miss out on crucial follow-ups with this LeadConnector to Holded workflow.
Easily streamline your sales process with this efficient workflow. When a lead's status is updated in LeadConnector, this workflow promptly creates a new contact in Holded. This automation not only saves valuable time but also ensures every lead is tracked accurately, helping you stay on top of your game. Enhance your efficiency and never miss out on crucial follow-ups with this LeadConnector to Holded workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a Contact in Holded
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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 Contact
Triggers when a new contact is created
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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
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 Deal
Triggers when a new CRM Deal is created
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