LeadConnector + LightSpeed VT
Create new LightSpeed VT users when pipeline stages change in LeadConnector
Transform your sales process with this dynamic workflow. Whenever a lead takes the next step in your LeadConnector stage, a new user is swiftly generated in LightSpeed VT. This smooth and seamless process will help to ensure maximum engagement and efficiency, consistently keeping your team ahead of the curve.
Transform your sales process with this dynamic workflow. Whenever a lead takes the next step in your LeadConnector stage, a new user is swiftly generated in LightSpeed VT. This smooth and seamless process will help to ensure maximum engagement and efficiency, consistently keeping your team ahead of the curve.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create User
Creates a new user.
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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
System Id
Location Id
User Id
Starting Access Date
Ending Access Date
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
Location Updated
Triggers when a location is changed in LSVT platform.
Try It
