LeadConnector + Quo
Send a message in Quo when pipeline stages are updated in LeadConnector
Stay on top of your sales process with this seamless workflow. When a lead changes stages in LeadConnector, a message will promptly be sent through your Quo app keeping your communications timely and efficient. This streamlines your business by ensuring all stakeholders are informed of important updates, optimizing your sales and communication process.
Stay on top of your sales process with this seamless workflow. When a lead changes stages in LeadConnector, a message will promptly be sent through your Quo app keeping your communications timely and efficient. This streamlines your business by ensuring all stakeholders are informed of important updates, optimizing your sales and communication process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send a Message
Sends a new message via OpenPhone.
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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
Select Phone NumbersRequired
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
Select Phone NumbersRequired
Try It
