LeadConnector + Pushpress
Update or create persons in Pushpress when pipeline stages change in LeadConnector
When a lead progresses to a new stage in the LeadConnector, this workflow swings into action by directly updating or creating a person profile in Pushpress. In real-time, this efficient automation ensures all lead updates in LeadConnector are seamlessly reflected in Pushpress. This streamlined process eliminates the need for manual data entry, saving you precious time and significantly reducing the chance of errors.
When a lead progresses to a new stage in the LeadConnector, this workflow swings into action by directly updating or creating a person profile in Pushpress. In real-time, this efficient automation ensures all lead updates in LeadConnector are seamlessly reflected in Pushpress. This streamlined process eliminates the need for manual data entry, saving you precious time and significantly reducing the chance of errors.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Person
Creates a new person or updates an existing one.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Activated Subscription
Triggers when a membership subscription is activated.
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