LeadConnector + Roezan SMS
Update Roezan SMS contacts when LeadConnector pipeline stages change
When a lead advances to a new stage in the LeadConnector, this workflow lets you instantly update or create a new contact in the Roezan SMS app. This streamlines your communication process, allowing you to keep your SMS contacts updated with your latest lead progress. Not only does it save time, it also enhances your customer relations with timely, accurate messaging.
When a lead advances to a new stage in the LeadConnector, this workflow lets you instantly update or create a new contact in the Roezan SMS app. This streamlines your communication process, allowing you to keep your SMS contacts updated with your latest lead progress. Not only does it save time, it also enhances your customer relations with timely, accurate messaging.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update a Contact
Updates a contact or creates a new one if it does not exist.
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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
Contact Opted Out
Triggers when a Contact in Roezan opts out from messaging
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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
From List
Try It
