LeadConnector + My Web Audit
Change pipeline stages in LeadConnector and generate website lead magnets in My Web Audit
This workflow springs into action when there's a change in pipeline stage within the LeadConnector app. It transfers this information into the My Web Audit app to generate a valuable Website Lead Magnet. This automation facilitates the seamless translation of data between the two platforms, assisting in lead generation efforts. No more manual data entry or missed opportunities: focus on turning leads into loyal customers instead.
This workflow springs into action when there's a change in pipeline stage within the LeadConnector app. It transfers this information into the My Web Audit app to generate a valuable Website Lead Magnet. This automation facilitates the seamless translation of data between the two platforms, assisting in lead generation efforts. No more manual data entry or missed opportunities: focus on turning leads into loyal customers instead.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Generate Website Lead Magnet
This action generates a lead magnet report.
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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 New Task
Triggers when a new To-Do task is added to your account.
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
Audit Email Read
Triggers when the user reads the email the first time.
Try It
