LeadConnector + Microsoft Outlook
Create new contacts in Microsoft Outlook when pipeline stages change in LeadConnector
Effortlessly streamline your sales efforts with this clever workflow. When the stage of a lead changes in LeadConnector, a new contact is immediately created in Microsoft Outlook. By ensuring your contacts are up-to-date and reflecting your latest sales pipeline status, you're optimizing your time while maintaining a clear and organized communication pipeline. This is an ideal solution for those looking to enhance their sales efficiency.
Effortlessly streamline your sales efforts with this clever workflow. When the stage of a lead changes in LeadConnector, a new contact is immediately created in Microsoft Outlook. By ensuring your contacts are up-to-date and reflecting your latest sales pipeline status, you're optimizing your time while maintaining a clear and organized communication pipeline. This is an ideal solution for those looking to enhance their sales efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact.
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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
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
