Create new InvestorFuse opportunities when LeadConnector stages change
Streamline your lead management process with this efficient workflow. Whenever there's a change in pipeline stage within LeadConnector, a new opportunity is instantly created in InvestorFuse. This seamless integration ensures that nothing slips through the cracks, helping you to maintain a diligent follow-up system and maximize your investment opportunities.
Streamline your lead management process with this efficient workflow. Whenever there's a change in pipeline stage within LeadConnector, a new opportunity is instantly created in InvestorFuse. This seamless integration ensures that nothing slips through the cracks, helping you to maintain a diligent follow-up system and maximize your investment opportunities.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Opportunity
Creates an Opportunity
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
TeamRequired
CampaignRequired
Seller Email
seller phone
Seller First Name
Seller Last Name
Mailing Street Address
Mailing City
Mailing State Code (ex FL)
Mailing Zip Code
Property Street Address
Property City
Property State Code (ex FL)
Property Zip Code
Motivation
Property Type
Is Listed
Price Listed
Bedrooms
Bathrooms
Size (sqft)
Size
Lot Size
Basement
occupancy
Year Built
repairs
Current Rent Price
Renting for
Going Rental Rate
mortgage
Monthly Payment
Market Value
Taxes
Asking Price
Listed Price
Reason For Selling
Time To Sell
Notes
Link To Files