LeadConnector + OBVIO
Update OBVIO attendees when LeadConnector pipeline stages change
Effortlessly streamline your sales process and event management with this seamless LeadConnector and OBVIO integration. When a pipeline stage changes in LeadConnector, this workflow promptly updates attendee information in the OBVIO app, ensuring a consistent and up-to-date customer journey. Save time and enhance accuracy by automating this crucial task, allowing you to focus on driving sales and fostering successful events.
Effortlessly streamline your sales process and event management with this seamless LeadConnector and OBVIO integration. When a pipeline stage changes in LeadConnector, this workflow promptly updates attendee information in the OBVIO app, ensuring a consistent and up-to-date customer journey. Save time and enhance accuracy by automating this crucial task, allowing you to focus on driving sales and fostering successful events.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Attendee(s)
Updates Attendees in an Obvio Event.
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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
Attendee Checked In
Triggers when an attendee is checked into an Obvio event.
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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
Attendee Created
Triggers when a new attendee is created in an Obvio event.
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