LeadConnector + Pitchit
Update pipeline stages in LeadConnector and add new leads to Pitchit
Streamline your lead management process with this workflow. When a lead's pipeline stage is updated in LeadConnector, that lead will then be seamlessly added to a Pitchit. This allows you to keep track of your leads in two platforms, saving you valuable time and enhancing your marketing and sales tactics. Stay on top of your leads and ensure they are always in the right place at the right time.
Streamline your lead management process with this workflow. When a lead's pipeline stage is updated in LeadConnector, that lead will then be seamlessly added to a Pitchit. This allows you to keep track of your leads in two platforms, saving you valuable time and enhancing your marketing and sales tactics. Stay on top of your leads and ensure they are always in the right place at the right time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead to Pitchit
Send Lead Information to Pitchit
- Free forever for core features
- 14 day trial for premium features & apps
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
Campaigns
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
Campaigns
Facebook Business pages
Instagram Business pages
Try It
