Karbon + LeadConnector
Create new Karbon contacts when LeadConnector pipeline stages change
Stay organized and improve your customer relations with this easy-to-use workflow. When a change is made to the pipeline stage in LeadConnector, this workflow will automatically create a new person contact in Karbon. This means you can effortlessly keep your contacts up-to-date and accurate, saving you time and ensuring seamless business operations. Simplify your CRM management, and focus more on nurturing your leads.
Stay organized and improve your customer relations with this easy-to-use workflow. When a change is made to the pipeline stage in LeadConnector, this workflow will automatically create a new person contact in Karbon. This means you can effortlessly keep your contacts up-to-date and accurate, saving you time and ensuring seamless business operations. Simplify your CRM management, and focus more on nurturing your leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person Contact
Triggers when a new person contact is created.
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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 Person Contact
Triggers when a new person contact is created.
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
Person Contact Updated
Triggers when a person contact is updated.
Try It
