LeadConnector + LockedOn
Generate new LockedOn enquiries when LeadConnector pipeline stages change
Improve lead management with this streamlined workflow. When a shift occurs in your LeadConnector pipeline stage, a corresponding enquiry is quickly generated in LockedOn. This seamless process allows for efficient addressing of lead changes, freeing up precious time for nurturing vital client relationships rather than grappling with task administration.
Improve lead management with this streamlined workflow. When a shift occurs in your LeadConnector pipeline stage, a corresponding enquiry is quickly generated in LockedOn. This seamless process allows for efficient addressing of lead changes, freeing up precious time for nurturing vital client relationships rather than grappling with task administration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Enquiry
Creates an Enquiry
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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
Additional Payload
Sample Payload Client ID
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
Trigger Type
Sample Payload Contact ID
Try It
