IRIS CRM + LeadConnector
Assign users to leads in IRIS CRM when pipeline stages change in LeadConnector
This automation can greatly enhance your sales pipeline management. Whenever a stage change occurs in LeadConnector, it instantly assigns user(s) to the lead in IRIS CRM. This workflow not only ensures a prompt response but also assists in maintaining a seamless progression of leads, ultimately improving your conversion rate. Save time and streamline your lead management process with this efficient and effective automation.
This automation can greatly enhance your sales pipeline management. Whenever a stage change occurs in LeadConnector, it instantly assigns user(s) to the lead in IRIS CRM. This workflow not only ensures a prompt response but also assists in maintaining a seamless progression of leads, ultimately improving your conversion rate. Save time and streamline your lead management process with this efficient and effective automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Assign User(s) to Lead
Assign user(s) to a lead.
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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
Info
Current StatusRequired
Try It
