LeadConnector + Projul
Create new leads in Projul when pipeline stages change in LeadConnector
Stay ahead of your sales pipeline with this seamless process. Whenever a stage changes in LeadConnector, a new lead is immediately created in Projul. This streamlined workflow not only ensures that valuable leads are captured instantly, but it also reduces administrative tasks, allowing your team to focus on nurturing relationships and closing deals. Boost efficiency and effectiveness in your sales process with this simple automation.
Stay ahead of your sales pipeline with this seamless process. Whenever a stage changes in LeadConnector, a new lead is immediately created in Projul. This streamlined workflow not only ensures that valuable leads are captured instantly, but it also reduces administrative tasks, allowing your team to focus on nurturing relationships and closing deals. Boost efficiency and effectiveness in your sales process with this simple automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Adds a new project lead to the lead pipeline.
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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
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Street
City
State
Zip Code
Comments
Budget
Hear From
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
