LeadConnector + Quickbase
Update Quickbase records from array when LeadConnector pipeline stages change
Easily manage your leads and records with this efficient workflow. When a pipeline stage changes in LeadConnector, it prompts an update or creation of records from an array in QuickBase. This process makes it easy to keep your information organized and up to date, enhancing the efficiency and accuracy of your lead management process. Save time and reduce room for error with this seamless integration.
Easily manage your leads and records with this efficient workflow. When a pipeline stage changes in LeadConnector, it prompts an update or creation of records from an array in QuickBase. This process makes it easy to keep your information organized and up to date, enhancing the efficiency and accuracy of your lead management process. Save time and reduce room for error with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create / Update Records From Array
Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values
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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
ApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
Try It
