LeadConnector + Ooma Office
Send sms with Ooma Office when pipeline stages change in LeadConnector
Stay on top of any changes in your sales process with this intuitive workflow. When a modification in the Pipeline Stage happens in LeadConnector, a text message is promptly dispatched through Ooma Office. This smooth process keeps your teams informed in real-time, enhancing communication and efficiency in your business.
Stay on top of any changes in your sales process with this intuitive workflow. When a modification in the Pipeline Stage happens in LeadConnector, a text message is promptly dispatched through Ooma Office. This smooth process keeps your teams informed in real-time, enhancing communication and efficiency in your business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send SMS
Triggers on all SMS events: sent, received, or failed.
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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
New Call
Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.
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
Call Ended
Triggers when a call ends — typically after the caller or callee hangs up.
Try It
