InvestorLift + LeadConnector
Update leads in InvestorLift when pipeline stages change in LeadConnector
Effortlessly manage your leads and stay ahead of the game with this streamlined workflow. When a pipeline stage changes in LeadConnector, it instantly posts the lead to InvestorLift, ensuring you're always on top of every opportunity. Save time and keep your focus on building relationships with investors, while the automation takes care of the backend tasks.
Effortlessly manage your leads and stay ahead of the game with this streamlined workflow. When a pipeline stage changes in LeadConnector, it instantly posts the lead to InvestorLift, ensuring you're always on top of every opportunity. Save time and keep your focus on building relationships with investors, while the automation takes care of the backend tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Post Lead
Creates a Lead in InvestorLift.
- Free forever for core features
- 14 day trial for premium features & apps
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
New Buyer
Triggers when there's a new Buyer.
Try It
