LeadConnector + Potion
Update names in Potion when pipeline stages change in LeadConnector
Make lead management more efficient with this workflow. As soon as a change occurs in your Pipeline Stage in LeadConnector, it triggers an immediate update to the name in your Potion app. This seamless connection ensures that your customer details are consistently updated, saving valuable time and improving data accuracy for your business operations.
Make lead management more efficient with this workflow. As soon as a change occurs in your Pipeline Stage in LeadConnector, it triggers an immediate update to the name in your Potion app. This seamless connection ensures that your customer details are consistently updated, saving valuable time and improving data accuracy for your business operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Name
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
Template Video ID (Optional)
Workspace ID (Optional)
Try It
