LeadConnector + Roam
Send messages in Roam when pipeline stages are updated in LeadConnector
Stay connected with your leads by using this automation. When a change in the pipeline stage occurs in LeadConnector, it promptly sends a message on Roam, helping you maintain consistent communication and effective tracking. A streamlined process for your marketing and sales efforts.
Stay connected with your leads by using this automation. When a change in the pipeline stage occurs in LeadConnector, it promptly sends a message on Roam, helping you maintain consistent communication and effective tracking. A streamlined process for your marketing and sales efforts.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Message
Sends a message to a group
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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
TextRequired
Bot CodeRequired
Bot NameRequired
Group NameRequired
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
