LeadConnector + Referral Factory
Update and qualify users in Referral Factory when pipeline stages change in LeadConnector
Boost your lead management efficiency with this workflow. When the pipeline stage of a lead changes in the LeadConnector app, this adjustment reflects in the Referral Factory which qualifies the user with a code. This seamless workflow eradicates manual work, enhances the tracking of lead progression, and increases team productivity.
Boost your lead management efficiency with this workflow. When the pipeline stage of a lead changes in the LeadConnector app, this adjustment reflects in the Referral Factory which qualifies the user with a code. This seamless workflow eradicates manual work, enhances the tracking of lead progression, and increases team productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Qualify User With Code
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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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
CampaignRequired
Which users should we send?Required
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
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
Reward
Try It
