"change pipeline stages in LeadConnector and create new leads in MaidCentral"
Manage your leads more efficiently with this streamlined process. When a pipeline stage changes in LeadConnector, a new lead will be created in MaidCentral. This automated process ensures that no prospect goes unnoticed and keeps your sales team informed in real time.
Manage your leads more efficiently with this streamlined process. When a pipeline stage changes in LeadConnector, a new lead will be created in MaidCentral. This automated process ensures that no prospect goes unnoticed and keeps your sales team informed in real time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create 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
Cancelled Service
Triggers when a customer cancels service.
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
Contact Updated
Triggers when a contact (lead or customer) is updated.
Try It