LeadConnector + QuickMail
Update prospects in QuickMail.io when pipeline stages change in LeadConnector
Easily manage your business leads and prospects with this workflow. With a change in the pipeline stage in LeadConnector, this process updates or creates a new prospect in QuickMail.io, keeping your data fresh and accurate. It's a straightforward way to automate your lead management, saving you time and ensuring a smooth transition for each lead. Stay focused on nurturing your prospects without the hassle of manual data entry.
Easily manage your business leads and prospects with this workflow. With a change in the pipeline stage in LeadConnector, this process updates or creates a new prospect in QuickMail.io, keeping your data fresh and accurate. It's a straightforward way to automate your lead management, saving you time and ensuring a smooth transition for each lead. Stay focused on nurturing your prospects without the hassle of manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Prospect
Creates or Update a Prospect.
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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 Bounce
Triggers when an email comes back as a bounce.
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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
New Checkpoint Reached
Triggers when a prospect reached a checkpoint in the journey.
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