LeadConnector + Limo Anywhere
"change pipeline stages in LeadConnector and create quote requests in Limo Anywhere"
Swiftly and efficiently transform your sales process with this workflow. Whenever the pipeline stage changes in LeadConnector, it initiates a quote request in Limo Anywhere. This automation ensures a seamless transition from lead nurturing to sales action, keeping your processes streamlined and your clients promptly serviced.
Swiftly and efficiently transform your sales process with this workflow. Whenever the pipeline stage changes in LeadConnector, it initiates a quote request in Limo Anywhere. This automation ensures a seamless transition from lead nurturing to sales action, keeping your processes streamlined and your clients promptly serviced.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Quote Request
Creates a quote request.
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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
New Account
Triggers when a new customer account is created.
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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
New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
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