LeadConnector + Microsoft Outlook
Create draft emails in Microsoft Outlook when pipeline stages are updated in LeadConnector
Ensure your sales leads are never lost in the shuffle by using this automation. When a lead reaches a new stage in your LeadConnector pipeline, it prompts an email draft in Microsoft Outlook. This workflow saves you time by preparing an immediate response, ensuring no time is lost in moving the sales process forward.
Ensure your sales leads are never lost in the shuffle by using this automation. When a lead reaches a new stage in your LeadConnector pipeline, it prompts an email draft in Microsoft Outlook. This workflow saves you time by preparing an immediate response, ensuring no time is lost in moving the sales process forward.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps
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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
