LeadConnector + mloflo
Update mloflo leads when pipeline stages change in LeadConnector
This workflow steps into action when a change occurs in your LeadConnector pipeline stage. In response, it adds a V2 lead to your mloflo app. By activating this automation, you streamline your sales process, ensuring every lead is immediately updated and recorded in mloflo. You save time, effort, and minimize chances of overlooking valuable leads.
This workflow steps into action when a change occurs in your LeadConnector pipeline stage. In response, it adds a V2 lead to your mloflo app. By activating this automation, you streamline your sales process, ensuring every lead is immediately updated and recorded in mloflo. You save time, effort, and minimize chances of overlooking valuable leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead V2
Adds a Lead to Mloflo
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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
Add Borrower Contacts
Triggers when a new borrower contact is added.
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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
Add Partner Contacts
Triggers when a new partner contact is added.
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