LeadConnector + Lofty
Update leads in Lofty when pipeline stages change in LeadConnector
When a stage change occurs in a lead's status within LeadConnector, this workflow swiftly updates the corresponding lead in the Lofty app. This seamless connection ensures your sales tasks remain in sync and up-to-date. Enhancing productivity, this workflow proves beneficial for sales teams looking to manage lead progression effectively and efficiently.
When a stage change occurs in a lead's status within LeadConnector, this workflow swiftly updates the corresponding lead in the Lofty app. This seamless connection ensures your sales tasks remain in sync and up-to-date. Enhancing productivity, this workflow proves beneficial for sales teams looking to manage lead progression effectively and efficiently.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Lead
Updates an existing lead.
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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
SegmentRequired
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
Campaign 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
PipelineRequired
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