Investment Dominator + LeadConnector
Create new contacts in Investment Dominator when pipeline stages change in LeadConnector
Stay up-to-date with your investment prospects as they progress through stages with this seamless workflow between LeadConnector and Investment Dominator. With it, any change of stage in LeadConnector for a potential lead instantly creates a new contact in Investment Dominator. Not only does this streamline your management process, but it also ensures that no potential investment opportunities are missed.
Stay up-to-date with your investment prospects as they progress through stages with this seamless workflow between LeadConnector and Investment Dominator. With it, any change of stage in LeadConnector for a potential lead instantly creates a new contact in Investment Dominator. Not only does this streamline your management process, but it also ensures that no potential investment opportunities are missed.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create a new marketing contact record in your system.
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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
Property StatusRequired
Property TypeRequired
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
Record TypeRequired
Record StatusRequired
Try It
