LeadConnector + Rex
Create new leads in Rex whenever pipeline stages change in LeadConnector
Automate your lead management process between LeadConnector and Rex. When a pipeline stage is altered in LeadConnector, this workflow springs into action, generating a new lead in Rex instantly. This efficient system ensures no opportunity slips through the cracks, enabling seamless progress tracking and lead creation. Get started to streamline your sales process and save time on manual data entry.
Automate your lead management process between LeadConnector and Rex. When a pipeline stage is altered in LeadConnector, this workflow springs into action, generating a new lead in Rex instantly. This efficient system ensures no opportunity slips through the cracks, enabling seamless progress tracking and lead creation. Get started to streamline your sales process and save time on manual data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a Lead
- 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
Your Rex Agency AccountRequired
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
Your Rex Agency AccountRequired
Try It
