Hyros + LeadConnector
Create new Hyros orders when pipeline stages change in LeadConnector
Shift your focus from manual tasks to what truly matters with this automated workflow. Whenever a lead changes status in LeadConnector, it triggers an order creation in Hyros, ensuring your sales process stays streamlined and efficient. This integration eliminates the need for manual data entry, saving you valuable time and avoiding potential human errors. Enjoy a smooth and dynamic sales cycle with this effective automation.
Shift your focus from manual tasks to what truly matters with this automated workflow. Whenever a lead changes status in LeadConnector, it triggers an order creation in Hyros, ensuring your sales process stays streamlined and efficient. This integration eliminates the need for manual data entry, saving you valuable time and avoiding potential human errors. Enjoy a smooth and dynamic sales cycle with this effective automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Order
Creates an order with multiple lines on Hyros.
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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 Call Attributed
Triggers when a new call attributed 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 Sale Attributed
Triggers when a new sale attributed is created.
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