LeadConnector + OfficeRnD
Create new OfficeRnD members when lead stages change in LeadConnector
Effortlessly manage your leads with this workflow. As soon as a pipeline stage changes in LeadConnector, it prompts a corresponding change for the member in your OfficeRnD program. This seamless process promotes synchronization between sales and office operations, making sure no prospective client goes unnoticed.
Effortlessly manage your leads with this workflow. As soon as a pipeline stage changes in LeadConnector, it prompts a corresponding change for the member in your OfficeRnD program. This seamless process promotes synchronization between sales and office operations, making sure no prospective client goes unnoticed.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Member
Triggers when a new member is added or when a member's status is changed.
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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
OrganizationRequired
Location
Resource
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
OrganizationRequired
Location
Visitor Flow
Try It
