JobNimbus + LeadConnector
Update JobNimbus contacts when LeadConnector pipeline stages change
When a lead moves stages in LeadConnector, let this workflow streamline your process by directly updating the contact associated with the lead in JobNimbus. This automation not only makes sure your JobNimbus contacts reflect the latest changes, but also saves you the time of manual updates. It paves the way for more efficient lead management and follow-ups.
When a lead moves stages in LeadConnector, let this workflow streamline your process by directly updating the contact associated with the lead in JobNimbus. This automation not only makes sure your JobNimbus contacts reflect the latest changes, but also saves you the time of manual updates. It paves the way for more efficient lead management and follow-ups.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact
Update an existing 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
FilterRequired
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
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
