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LeadConnector + Relevance AI

LeadConnector + Relevance AI

LeadConnector + Relevance AI integrations

Update and run tools in Relevance AI when stages change in LeadConnector

When a stage change occurs in a lead within the LeadConnector app, this workflow springs into action, instantly launching the Run Tool function in the Relevance AI app. This efficient automation helps you save time and effort, ensuring all leads move smoothly through your pipeline. It's an effective solution for keeping your lead engagement targets on track while elevating your overall business performance.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Run Tool
    Run Tool
    Run ToolExecute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
    ActionWrite
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More things you can do with LeadConnector and Relevance AI

Discover other triggers and actions you can use with LeadConnector and Relevance AI

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
    • Message
      Required
    Action
    Write
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • Message
      Required
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About Relevance AI
Relevance AI is the home of the AI Workforce. Build and deploy AI Apps and Agents to solve complex tasks.
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