LeadConnector + Radius CRM
Create new leads/clients in Radius CRM when pipeline stages change in LeadConnector
Enhance your sales process with this dynamic workflow. When a Pipeline Stage changes in LeadConnector, it prompts an immediate update to your lead or client status in Radius CRM. This ensures you have up-to-date information for efficient lead management and timely follow-ups. Experience the smooth functioning of your outreach strategy with this automation.
Enhance your sales process with this dynamic workflow. When a Pipeline Stage changes in LeadConnector, it prompts an immediate update to your lead or client status in Radius CRM. This ensures you have up-to-date information for efficient lead management and timely follow-ups. Experience the smooth functioning of your outreach strategy with this automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
- Free forever for core features
- 14 day trial for premium features & apps
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
Create Lead/Client
Create a Lead or Client in Radius
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
Update Lead/Client
Update an existing lead or client record in Radius.
