LeadConnector + Pixifi
Create new Pixifi leads when stages change in LeadConnector pipeline
Easily streamline your sales process with this effective workflow solution. When a change occurs in your Pipeline Stage within LeadConnector, a new lead is instantly created in Pixifi, helping you keep track of potential clients in real time. Simplify your tasks and boost your efficiency with this seamless data transfer system.
Easily streamline your sales process with this effective workflow solution. When a change occurs in your Pipeline Stage within LeadConnector, a new lead is instantly created in Pixifi, helping you keep track of potential clients in real time. Simplify your tasks and boost your efficiency with this seamless data transfer system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
This will create a new Lead in Pixifi.
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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
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
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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
Campaign 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
Specific Custom TriggerRequired
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