LeadConnector + Real Geeks
Change stages in LeadConnector and create new leads in Real Geeks
When a pipeline stage changes in the LeadConnector app, keep your Real Geeks app updated by seamlessly creating a lead with this automation workflow. This setup ensures your sales team stays updated with the most recent information, saving time and increasing your lead management efficiency. Use this workflow to maintain accurate data without any extra effort.
When a pipeline stage changes in the LeadConnector app, keep your Real Geeks app updated by seamlessly creating a lead with this automation workflow. This setup ensures your sales team stays updated with the most recent information, saving time and increasing your lead management efficiency. Use this workflow to maintain accurate data without any extra effort.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new Lead.
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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
SiteRequired
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
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
