Create new Pipedrive deals when LeadConnector pipeline stages change
Streamline your sales process by effortlessly connecting LeadConnector and Pipedrive with this workflow. When a pipeline stage changes in LeadConnector, it instantly triggers a corresponding stage change in Pipedrive. Stay organized and save time by allowing this automation to manage and update your deal tracking efficiently.
Streamline your sales process by effortlessly connecting LeadConnector and Pipedrive with this workflow. When a pipeline stage changes in LeadConnector, it instantly triggers a corresponding stage change in Pipedrive. Stay organized and save time by allowing this automation to manage and update your deal tracking efficiently.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Deal
Creates a new deal.
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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 Activity
Triggers when a new activity is created.
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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
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
Filter IdRequired
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