Homes Made Easy + LeadConnector
Invite prospects in Homes Made Easy when pipeline stages change in LeadConnector
Optimize your sales processes with this practical workflow. When a stage change happens in your LeadConnector pipeline, it triggers an immediate invitation for the prospect in your Homes Made Easy app. This smooth integration helps in maintaining seamless communication with potential clients, thus, enhancing your lead management efficiency. This automation ensures no prospect goes unnoticed, assisting you in closing deals faster.
Optimize your sales processes with this practical workflow. When a stage change happens in your LeadConnector pipeline, it triggers an immediate invitation for the prospect in your Homes Made Easy app. This smooth integration helps in maintaining seamless communication with potential clients, thus, enhancing your lead management efficiency. This automation ensures no prospect goes unnoticed, assisting you in closing deals faster.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite Prospect
Used to invite a new Prospect
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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 Enquiry Trigger
Triggers when there's a new enquiry.
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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 Prospect Registry
Triggers when a new prospect registers.
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