LeadConnector + REsimpli 3.0
Create new leads in REsimpli 3.0 when stages change in LeadConnector
When a lead progresses to a new stage within LeadConnector, streamline your workflow by instantly generating a new lead in your REsimpli 3.0 system. This seamless process not only saves time but also ensures consistency in capturing essential information, enabling you to maintain an efficient, up-to-date lead management system.
When a lead progresses to a new stage within LeadConnector, streamline your workflow by instantly generating a new lead in your REsimpli 3.0 system. This seamless process not only saves time but also ensures consistency in capturing essential information, enabling you to maintain an efficient, up-to-date lead management system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead in CRM.
- 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 Buyer(Beta)
Creates a new Buyer/Agents.
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
Create Lead
Creates a new lead in CRM.
