LeadConnector + MoveitPro
Create leads in MoveitPro when pipeline stages change in LeadConnector
Speed up your lead management process with this workflow. As soon as a stage changes in LeadConnector, it triggers the creation of a new lead in MoveitPro. This seamless operation ensures no potential client is missed, enhancing your team's productivity and efficiency in handling new opportunities.
Speed up your lead management process with this workflow. As soon as a stage changes in LeadConnector, it triggers the creation of a new lead in MoveitPro. This seamless operation ensures no potential client is missed, enhancing your team's productivity and efficiency in handling new opportunities.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a Lead in the system.
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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 Client
Triggers when a new client is created.
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 Lead
Triggers when new lead is created.
Try It
