Create new leads in OrbisX when stages change in LeadConnector
Easily track your sales progress with this LeadConnector to OrbisX automation. When a pipeline stage changes in LeadConnector, a new lead will be created in OrbisX, ensuring you have up-to-date information on potential customers. Streamline your sales process and stay organized with this efficient workflow.
Easily track your sales progress with this LeadConnector to OrbisX automation. When a pipeline stage changes in LeadConnector, a new lead will be created in OrbisX, ensuring you have up-to-date information on potential customers. Streamline your sales process and stay organized with this efficient workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Completed Event Hook
Triggers when an event is completed
Try It