LeadConnector + Microsoft Office 365
Send an email in Microsoft Office 365 when pipeline stages are updated in LeadConnector
This workflow kicks into action as soon as there's a change in the pipeline stage within the LeadConnector application. It then takes the next logical step - sending an email via Microsoft Office 365. Ideal for businesses that want to stay on top of their leads, it simplifies the communication process, ensuring timely updates delivered right to your Office 365 inbox. This automation is all about seamless transitions and smart, efficient lead management.
This workflow kicks into action as soon as there's a change in the pipeline stage within the LeadConnector application. It then takes the next logical step - sending an email via Microsoft Office 365. Ideal for businesses that want to stay on top of their leads, it simplifies the communication process, ensuring timely updates delivered right to your Office 365 inbox. This automation is all about seamless transitions and smart, efficient lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Email
Send an email from your Office 365 account.
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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
Calendar
Time BeforeRequired
Time Before (Unit)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
Parent FolderRequired
Child Folder
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