LeadConnector + Proof
Create conversions in Proof when pipeline stages are updated in LeadConnector
Improve your work efficiency with a dynamic connection between LeadConnector and Proof. This workflow spurs into action when a change occurs in your LeadConnector pipeline stage, immediately prompting the creation of a conversion in Proof. This time-saving exchange eliminates the need for manual data updates, enhances task oversight, and accelerates your sales cycle.
Improve your work efficiency with a dynamic connection between LeadConnector and Proof. This workflow spurs into action when a change occurs in your LeadConnector pipeline stage, immediately prompting the creation of a conversion in Proof. This time-saving exchange eliminates the need for manual data updates, enhances task oversight, and accelerates your sales cycle.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Conversion
Creates a new conversion for a campaign.
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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
CampaignRequired
EmailRequired
First Name
City
Region
Country
IP Address
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
