LeadConnector + Markate
Create new leads in Markate when pipeline stages change in LeadConnector
Streamline your sales pipeline with this efficient workflow. When a lead's stage changes in LeadConnector, it immediately creates a new lead in your Markate app. This automation ensures a seamless transition, saving you time and reducing manual entry. Stay on top of your sales process and maintain consistency across both platforms.
Streamline your sales pipeline with this efficient workflow. When a lead's stage changes in LeadConnector, it immediately creates a new lead in your Markate app. This automation ensures a seamless transition, saving you time and reducing manual entry. Stay on top of your sales process and maintain consistency across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new lead on Markate
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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
New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
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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
New Customer
Triggers when a new customer is added.
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