Jackrabbit Class + LeadConnector
Create basic families in Jackrabbit Class when pipeline stages are changed in LeadConnector
With this streamlined workflow, when a stage change occurs in your LeadConnector pipeline, a new family is immediately created in your Jackrabbit Class account. This setup not only saves you time and manual work, but also helps to ensure that as you progress leads through different stages in LeadConnector, corresponding actions are promptly mirrored in your Jackrabbit Class system for seamless operations. Benefit from enhanced organization and efficiency as this system does the tedious work for you.
With this streamlined workflow, when a stage change occurs in your LeadConnector pipeline, a new family is immediately created in your Jackrabbit Class account. This setup not only saves you time and manual work, but also helps to ensure that as you progress leads through different stages in LeadConnector, corresponding actions are promptly mirrored in your Jackrabbit Class system for seamless operations. Benefit from enhanced organization and efficiency as this system does the tedious work for you.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Family (Basic)
Create a family with a minimal amount of information
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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
Include All Contacts
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
Class Created
Triggers when a class is created (and the created date is after this day at midnight
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