Homebot + LeadConnector

Update Homebot clients when LeadConnector pipeline stages change

Optimize your workflow efficiency with this seamless integration between LeadConnector and Homebot. Whenever a lead advances through a stage within LeadConnector, client details will be instantly updated in Homebot. This assures that your information stays current and relevant, allowing you to focus more on managing the pipeline effectively and less on time-consuming manual updates.

Optimize your workflow efficiency with this seamless integration between LeadConnector and Homebot. Whenever a lead advances through a stage within LeadConnector, client details will be instantly updated in Homebot. This assures that your information stays current and relevant, allowing you to focus more on managing the pipeline effectively and less on time-consuming manual updates.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    HomebotHomebot
    Update Client

    Update name, phone, email, buyers access, and other client data.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Write
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About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.
Learn more

Related categories

  • Marketing
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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