LeadConnector + LeadSigma
Manage updated LeadConnector stages by creating new leads in LeadSigma
Organize your sales pipeline more effectively with this convenient workflow. When a lead changes stage in LeadConnector, a corresponding new lead is created in LeadSigma. This process ensures a smooth handoff, centralizing data and maintaining consistency in your sales process. Stay ahead by utilizing this automated workflow to improve your team's efficiency and productivity.
Organize your sales pipeline more effectively with this convenient workflow. When a lead changes stage in LeadConnector, a corresponding new lead is created in LeadSigma. This process ensures a smooth handoff, centralizing data and maintaining consistency in your sales process. Stay ahead by utilizing this automated workflow to improve your team's efficiency and productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Lead
Creates a lead in LeadSigma
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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
AccountRequired
TeamRequired
Source
Name
Phone
Email
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
Lead IdRequired
Status
