LeadConnector + Review Harvest
Send review requests in Review Harvest when pipeline stages are updated in LeadConnector
Whenever there's a change in Pipeline Stage within LeadConnector, this workflow seamlessly sends a Review Request via Review Harvest. This streamlines your review collection process, ensuring no opportunity is missed due to manual tracking. With this effortless coordination between LeadConnector and Review Harvest, manage your leads and customer feedback more efficiently.
Whenever there's a change in Pipeline Stage within LeadConnector, this workflow seamlessly sends a Review Request via Review Harvest. This streamlines your review collection process, ensuring no opportunity is missed due to manual tracking. With this effortless coordination between LeadConnector and Review Harvest, manage your leads and customer feedback more efficiently.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Review Request
Adds a contact into Review Harvest and schedules a Review Request to be sent
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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
Mobile Phone NumberRequired
First Name
Last Name
Email
Contact Full Name (Optional)
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
