Update contacts in Nextiva when pipeline stages change in LeadConnector
When a sales stage shifts in LeadConnector, streamline your workflow by instantly adding that contact to Nextiva. This integration provides a seamless transition from lead engagement to customer management, reducing manual data entry and enabling efficient follow-ups. Perfect for sales teams wanting to optimize lead transitions.
When a sales stage shifts in LeadConnector, streamline your workflow by instantly adding that contact to Nextiva. This integration provides a seamless transition from lead engagement to customer management, reducing manual data entry and enabling efficient follow-ups. Perfect for sales teams wanting to optimize lead transitions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new personal contact.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 Missed Call
Triggers when a new call is missed.
Try It