LeadConnector + LockedOn
LeadConnector + LockedOn
LeadConnector + LockedOn integrations
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.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create EnquiryCreates an Enquiry
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More things you can do with LeadConnector and LockedOn
Discover other triggers and actions you can use with LeadConnector and LockedOn
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Additional Payload
- Sample Payload Client ID
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Trigger Type
- Sample Payload Contact ID
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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