LeadConnector + OfficeRnD
Create new companies in OfficeRnD when pipeline stages change in LeadConnector
Simplify your sales process with this streamlined workflow. When a change occurs in a pipeline stage within LeadConnector, a new company will instantly be created in OfficeRnD. This hands-off approach ensures you always have up-to-date information in your workspace management tool, making it easier to focus on leading your company to success.
Simplify your sales process with this streamlined workflow. When a change occurs in a pipeline stage within LeadConnector, a new company will instantly be created in OfficeRnD. This hands-off approach ensures you always have up-to-date information in your workspace management tool, making it easier to focus on leading your company to success.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Company
Triggers when a new company is added.
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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
