JustCall + LeadConnector
Update JustCall sales dialer contacts when LeadConnector pipeline stages change
Optimize your sales workflow with this automation. When the stage of a lead changes in LeadConnector, the contact is promptly added to a Sales Dialer Campaign in JustCall. This ensures your sales team will always be on track with the most up-to-date lead information and allows for efficient management of potential clients.
Optimize your sales workflow with this automation. When the stage of a lead changes in LeadConnector, the contact is promptly added to a Sales Dialer Campaign in JustCall. This ensures your sales team will always be on track with the most up-to-date lead information and allows for efficient management of potential clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Contact to Sales Dialer Campaign
This action allows you to add a contact to an existing Sales Dialer Campaign.
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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
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
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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
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
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