LeadConnector + Pumble
Create channels in Pumble when pipeline stages change in LeadConnector
Streamline your sales process by linking LeadConnector and Pumble. When a lead progresses to a new stage in LeadConnector, this workflow will instantly create a new channel in Pumble. This seamless connectivity ensures you have a dedicated space to discuss and strategize about each lead, making your sales process smoother and more efficient.
Streamline your sales process by linking LeadConnector and Pumble. When a lead progresses to a new stage in LeadConnector, this workflow will instantly create a new channel in Pumble. This seamless connectivity ensures you have a dedicated space to discuss and strategize about each lead, making your sales process smoother and more efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Channel
Creates a channel in the Workspace
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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
UsernameRequired
Trigger for bot messagesRequired
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
Channels
Trigger on bot messages
Try It
