LeadConnector + Pike13
Create new people in Pike13 when stages change in LeadConnector
Keep your lead management system in LeadConnector and Pike13 in continuous alignment with this workflow. Whenever there's a shift in a pipeline stage in LeadConnector, a corresponding adjustment occurs in Pike13, eliminating the need for laborious manual updates. This seamless connection ensures precise lead tracking and enhances resource prioritization, proving crucial for effective lead management.
Keep your lead management system in LeadConnector and Pike13 in continuous alignment with this workflow. Whenever there's a shift in a pipeline stage in LeadConnector, a corresponding adjustment occurs in Pike13, eliminating the need for laborious manual updates. This seamless connection ensures precise lead tracking and enhances resource prioritization, proving crucial for effective lead management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person
Add a new Person to a Pike13 Business.
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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
BusinessRequired
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
BusinessRequired
Try It
