Jills Office + LeadConnector
"manage changed stages in LeadConnector by creating lead zap calls in Jills Office"
Streamline lead management between LeadConnector and Jills Office with an efficient workflow. Each time there's a change in the pipeline stage within LeadConnector, this process triggers the creation of a new Lead Call in Jills Office. This workflow ensures a swift response to different lead scenarios, reducing the chances of missed engagement opportunities with prospective customers. It simplifies lead tracking and follow-ups, aiding in time management and enhancing productivity.
Streamline lead management between LeadConnector and Jills Office with an efficient workflow. Each time there's a change in the pipeline stage within LeadConnector, this process triggers the creation of a new Lead Call in Jills Office. This workflow ensures a swift response to different lead scenarios, reducing the chances of missed engagement opportunities with prospective customers. It simplifies lead tracking and follow-ups, aiding in time management and enhancing productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead Zap Calls
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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
New Action Item
Triggers when a new action item is created.
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
New Contact
Triggers when a new contact is created.
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