LeadConnector + Protexting
Create new Protexting contacts when LeadConnector stages change
When a lead advances to a new stage in LeadConnector, it can be crucial to swiftly update your contact list in Protexting. With this workflow, as soon as a pipeline stage changes in LeadConnector, a new contact is created directly in your Protexting account. Enhance the speed and efficiency of lead management, ensuring your Protexting contacts reflect the most current changes in your sales pipeline.
When a lead advances to a new stage in LeadConnector, it can be crucial to swiftly update your contact list in Protexting. With this workflow, as soon as a pipeline stage changes in LeadConnector, a new contact is created directly in your Protexting account. Enhance the speed and efficiency of lead management, ensuring your Protexting contacts reflect the most current changes in your sales pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new Contact.
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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
New Contact's Shipping Details
Triggers when New Contact's Shipping Details
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
Groups
Try It
