Homebot + LeadConnector
Create new Homebot clients when pipeline stages change in LeadConnector
Transform the process of pulling data from LeadConnector and creating new clients in Homebot with this efficient workflow. Whenever there's a change in Pipeline Stage within LeadConnector, it initiates a process to immediately create a new client in Homebot. Simplify your client management process, ensuring every lead is promptly and consistently transformed into a client in Homebot.
Transform the process of pulling data from LeadConnector and creating new clients in Homebot with this efficient workflow. Whenever there's a change in Pipeline Stage within LeadConnector, it initiates a process to immediately create a new client in Homebot. Simplify your client management process, ensuring every lead is promptly and consistently transformed into a client in Homebot.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creating 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
Client IDRequired
Saved Search NameRequired
Minimum PriceRequired
Maximum PriceRequired
CityRequired
State AbbreviationRequired
Zip CodeRequired
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
Buyers Access
Close Date
Date of birth
EmailRequired
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
