LeadConnector + MLM Soft
Create new MLM Soft accounts when pipeline stages change in LeadConnector
Effortlessly manage your leads with this workflow that springs into action when a stage change occurs in your LeadConnector pipeline. With this automated workflow, information instantly reflects in MLM Soft, reducing manual entries and refining your lead management strategy. Enjoy a fluid data transition, boosting timely lead handling and strategic planning.
Effortlessly manage your leads with this workflow that springs into action when a stage change occurs in your LeadConnector pipeline. With this automated workflow, information instantly reflects in MLM Soft, reducing manual entries and refining your lead management strategy. Enjoy a fluid data transition, boosting timely lead handling and strategic planning.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Account
Create account in mlmsoft
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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
Account Updated
Triggers when email updated.
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
New Account
Triggers when a new account is created.
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