Keap + LeadConnector
Manage updated stages in LeadConnector by creating or updating contacts in Keap
Streamline your customer management process with this workflow. As a lead's stage transitions in LeadConnector, it swiftly updates or generates a fresh contact in Keap. This workflow not only speeds up data updates but also helps you save time and enhance your customer relationship management.
Streamline your customer management process with this workflow. As a lead's stage transitions in LeadConnector, it swiftly updates or generates a fresh contact in Keap. This workflow not only speeds up data updates but also helps you save time and enhance your customer relationship management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
New Action Sequence
Triggers when a new Action Sequence is added.
Try It
