InflatableOffice + LeadConnector
Update and create leads in InflatableOffice when pipeline stages change in LeadConnector
Streamline your sales pipeline with this workflow. Whenever a stage change occurs in your LeadConnector process, a new simple lead is promptly created in your InflatableOffice system. This efficient automation not only helps keep your marketing initiatives consistently updated, but also eliminates manual data entry, freeing up your time for more strategic tasks.
Streamline your sales pipeline with this workflow. Whenever a stage change occurs in your LeadConnector process, a new simple lead is promptly created in your InflatableOffice system. This efficient automation not only helps keep your marketing initiatives consistently updated, but also eliminates manual data entry, freeing up your time for more strategic tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Simple Lead
Creates a simple lead. Meant for gathering name, email, and phone number only. See our Create/Update Lead action for more options.
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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
NameRequired
LocationRequired
FilterRequired
ReportRequired
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
Name
Mobile Phone
Email
Message
DateRequired
TimeRequired
Start Time Stamp
Postal CodeRequired
Item NamesRequired
Tax ExemptRequired
Event DurationRequired
Location IDRequired
Event Name
Venue Name
Event Street
Event City
Event State
Event County
Event Country
Venue Contact
Surface
Delivery Type
Number of Guests
Sales Rep ID
Referral
Customer ID
Organization
Customer Street
Customer City
Customer State
Customer Zip
Customer Country
Customer Home Phone
Customer Work Phone
Clear Customer Tags
Customer Tags
Customer Fax
Customer Type
Customer Notes
Additional Notes 1
Additional Notes 2
Venue Notes
Lead Status
Calculate Prices
Calculate Line Items
Staff Cost
Distance Charge
Surface Fee
Delivery Method Fee
Coupon Code
Fee ID
Fee Amount
Admin Adjustment
Tax Rate
Sales Tax
Coupon Amount
