JobProgress + LeadConnector
Create leads in JobProgress when pipeline stages change in LeadConnector
Effortlessly manage your sales pipeline and boost productivity with this LeadConnector and JobProgress workflow. Whenever a lead's pipeline stage changes in LeadConnector, the integration will create a lead in JobProgress, ensuring your sales team has all the information they need at every stage of the sales process. Spend less time manually updating leads and more time closing deals with this seamless workflow.
Effortlessly manage your sales pipeline and boost productivity with this LeadConnector and JobProgress workflow. Whenever a lead's pipeline stage changes in LeadConnector, the integration will create a lead in JobProgress, ensuring your sales team has all the information they need at every stage of the sales process. Spend less time manually updating leads and more time closing deals with this seamless workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a Lead on the APP
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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 Customer
New Customer from jobprogress
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 Lead
New Lead from JobProgress
Try It
