JobNimbus + LeadConnector
Create new JobNimbus contacts when lead connector pipeline stages change
Keep your lead management seamless and efficient with this automation. Once a stage change happens in LeadConnector, it's swiftly mirrored in JobNimbus. This not only saves you precious time but also ensures that all critical updates are effectively transferred between your sales and CRM systems. Focus more on growing your business and allow this workflow to handle the rest.
Keep your lead management seamless and efficient with this automation. Once a stage change happens in LeadConnector, it's swiftly mirrored in JobNimbus. This not only saves you precious time but also ensures that all critical updates are effectively transferred between your sales and CRM systems. Focus more on growing your business and allow this workflow to handle the rest.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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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
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
Date Of Birth
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
FilterRequired
Try It
