Keller Williams Command + LeadConnector
Create new contacts or leads in Keller Williams Command when pipeline stages change in LeadConnector
Streamline your lead-to-contact process with this efficient workflow. When a change occurs to a pipeline stage within LeadConnector, it instantly initiates the creation of a contact or lead in Keller Williams Command. This process ensures you promptly address the evolving needs of potential customers, making your customer relationship management more efficient.
Streamline your lead-to-contact process with this efficient workflow. When a change occurs to a pipeline stage within LeadConnector, it instantly initiates the creation of a contact or lead in Keller Williams Command. This process ensures you promptly address the evolving needs of potential customers, making your customer relationship management more efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact or Lead
Creates a new 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
Create Contact or Lead
Creates a new contact.
