LeadConnector + Provely
Create new Provely contacts when LeadConnector pipeline stages change
Revamp your lead management process by connecting LeadConnector with Provely. With this workflow, every time there's a stage change in your LeadConnector pipeline, a new contact is created in Provely. This straightforward process ensures your Provely contact list is constantly updated, keeping you on top of your sales funnel, and eliminating the need for manual data entry.
Revamp your lead management process by connecting LeadConnector with Provely. With this workflow, every time there's a stage change in your LeadConnector pipeline, a new contact is created in Provely. This straightforward process ensures your Provely contact list is constantly updated, keeping you on top of your sales funnel, and eliminating the need for manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Contact
Creates a new Contact for Live Conversion Notification inside Provely.
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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 Name
Last Name
Email AddressRequired
IP
Date
City
State
Country
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
