LeadConnector + LMN
Update LMN contacts whenever LeadConnector pipeline stages change
When a lead moves to a different stage in your LeadConnector pipeline, this workflow ensures no detail is lost by instantly creating a new contact in your LMN app. Experience seamless management of potential customers as you save time and maintain accuracy. This automation simplifies tracking and nurturing leads, making your sales process more efficient and effective.
When a lead moves to a different stage in your LeadConnector pipeline, this workflow ensures no detail is lost by instantly creating a new contact in your LMN app. Experience seamless management of potential customers as you save time and maintain accuracy. This automation simplifies tracking and nurturing leads, making your sales process more efficient and effective.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates an LMN contact, including a jobsite address
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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
Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
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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
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
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