LeadConnector + Pipeline CRM
Create persons in Pipeline CRM when stages are updated in LeadConnector
Enhance sales processes and maintain data uniformity with this efficient workflow. Whenever there's a change in pipeline stage within LeadConnector, the same update transpires in Pipeline CRM. This automation not only provides data consistency, but also ensures a faster sales process by keeping crucial customer information at the ready. Experience the effectiveness of a streamlined sales management system that propels your sales pipeline.
Enhance sales processes and maintain data uniformity with this efficient workflow. Whenever there's a change in pipeline stage within LeadConnector, the same update transpires in Pipeline CRM. This automation not only provides data consistency, but also ensures a faster sales process by keeping crucial customer information at the ready. Experience the effectiveness of a streamlined sales management system that propels your sales pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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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
Status
Source
Stage
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
Stage
Status
Source
Try It
