iClosed + LeadConnector
Create new iClosed contacts when stages change in LeadConnector pipelines
Improve your lead management consistency with this streamlined workflow. Upon a change in the pipeline stage within LeadConnector, it instantaneously generates a corresponding change in your contact's pipeline status within iClosed. This process ensures no lead falls through the cracks, keeping your contact list up-to-date and ready for ongoing interactions, all within a fraction of time.
Improve your lead management consistency with this streamlined workflow. Upon a change in the pipeline stage within LeadConnector, it instantaneously generates a corresponding change in your contact's pipeline status within iClosed. This process ensures no lead falls through the cracks, keeping your contact list up-to-date and ready for ongoing interactions, all within a fraction of time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create a contact in iClosed app
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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
Custom Field IDRequired
Try It
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
Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Try It
