Change pipeline stages in LeadConnector and create leads in Kenko
Streamline your sales process with this efficient workflow. When a lead progresses to a new stage in LeadConnector, a new lead is immediately created in the Kenko app. This automation enables your team to stay synchronized, ensures swift action on progressing leads, and enhances your overall sales efficiency. Now, easily track sales progression and never miss out on a potential customer with LeadConnector and Kenko.
Streamline your sales process with this efficient workflow. When a lead progresses to a new stage in LeadConnector, a new lead is immediately created in the Kenko app. This automation enables your team to stay synchronized, ensures swift action on progressing leads, and enhances your overall sales efficiency. Now, easily track sales progression and never miss out on a potential customer with LeadConnector and Kenko.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Lead on Bookee
Creates a new lead on Bookee
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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
Appointment Bookings
Triggers when a new appointment is booked
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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
Appointment Cancellations
Appointment Cancellations
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