HomeActions + LeadConnector
Add new members to HomeActions whenever stages are updated in LeadConnector
This easy-to-use workflow connects LeadConnector with HomeActions, initiating a seamless process when there are changes in the pipeline stage within LeadConnector. A unique member is added in HomeActions as a result, facilitating efficient sales tracking and customer relationship management. Ideal for businesses looking for a smart solution to maintain constant tutelage on their sales process, this automation bolster customer engagement and enhance lead nurturing.
This easy-to-use workflow connects LeadConnector with HomeActions, initiating a seamless process when there are changes in the pipeline stage within LeadConnector. A unique member is added in HomeActions as a result, facilitating efficient sales tracking and customer relationship management. Ideal for businesses looking for a smart solution to maintain constant tutelage on their sales process, this automation bolster customer engagement and enhance lead nurturing.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Member
Adds a member to your list, and subscribes them to your newsletter
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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 Opportunity
Triggers when a new Opportunity is generated for your HomeActions account.
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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 Subscriber
Triggers when a new member is subscribed to your newsletter.
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