LeadConnector + Onoff Business
Create new contacts in Onoff Business when stages change in LeadConnector
When a lead progresses in the LeadConnector app, stimulate instant engagement by creating a new contact in the Onoff Business app. This simple and efficient workflow ensures none of your qualified leads are overlooked, ensuring consistent correspondence and promoting increased conversion rates.
When a lead progresses in the LeadConnector app, stimulate instant engagement by creating a new contact in the Onoff Business app. This simple and efficient workflow ensures none of your qualified leads are overlooked, ensuring consistent correspondence and promoting increased conversion rates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a contact in onoff.
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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
Name and Phone numberRequired
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
Name and Phone numberRequired
Try It
