LeadConnector + MyAgentX
Create new leads in MyAgentX when pipeline stages change in LeadConnector
Streamline your sales process with this efficient workflow. When a change occurs in your LeadConnector pipeline stage, a new lead will instantly be created within the MyAgentX app. This smooth integration allows you to keep your lead data updated and on track, enhancing your overall sales strategy.
Streamline your sales process with this efficient workflow. When a change occurs in your LeadConnector pipeline stage, a new lead will instantly be created within the MyAgentX app. This smooth integration allows you to keep your lead data updated and on track, enhancing your overall sales strategy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Lead
Creates a new 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
Smartsheet ListRequired
PipelineRequired
Stage(s)Required
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
Smartsheets ListRequired
Full NameRequired
PhoneRequired
PipelineRequired
Agent(s)Required
