JobTread + LeadConnector
Create customer contacts in JobTread when pipeline stages change in LeadConnector
Improve your efficiency in customer relationship management with this workflow. When there's a change in your pipeline stage in LeadConnector, it instantly creates a new customer contact in JobTread. This seamless connection ensures every lead is promptly followed upon, enhancing your chances of conversion and retention. Stay on top of your leads with this efficient, systematic solution.
Improve your efficiency in customer relationship management with this workflow. When there's a change in your pipeline stage in LeadConnector, it instantly creates a new customer contact in JobTread. This seamless connection ensures every lead is promptly followed upon, enhancing your chances of conversion and retention. Stay on top of your leads with this efficient, systematic solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer Contact
Create a new contact for a customer.
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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
OrganizationRequired
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
OrganizationRequired
Try It
