LeadConnector + Ricochet - Speed to Contact
Create leads in Ricochet - Speed to Contact when stages change in LeadConnector
Enjoy streamlined sales processes with this setup: whenever a lead progresses to a new stage in LeadConnector, a prompt command is sent to initiate a new lead in the Ricochet - Speed to Contact system. This effective automation helps speed up your follow-ups and ensures that no leads fall through the cracks in the transition, augmenting the efficiency of your sales operation.
Enjoy streamlined sales processes with this setup: whenever a lead progresses to a new stage in LeadConnector, a prompt command is sent to initiate a new lead in the Ricochet - Speed to Contact system. This effective automation helps speed up your follow-ups and ensures that no leads fall through the cracks in the transition, augmenting the efficiency of your sales operation.
- 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.
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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
Lead Status Changes
Triggers when a lead status changes.
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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
New Lead
Triggers when a new lead created.
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