LeadConnector + SafetyCulture
"initiate inspections in SafetyCulture when pipeline stages are updated in LeadConnector"
Enhance your lead management process with this streamlined workflow. Whenever there's a change in the pipeline stage within LeadConnector, an inspection will initiate in SafetyCulture immediately. This allows for efficient tracking of leads and ensures safety protocols are promptly set in motion, providing a seamless integration of your lead handling and safety inspection procedures.
Enhance your lead management process with this streamlined workflow. Whenever there's a change in the pipeline stage within LeadConnector, an inspection will initiate in SafetyCulture immediately. This allows for efficient tracking of leads and ensures safety protocols are promptly set in motion, providing a seamless integration of your lead handling and safety inspection procedures.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Start Inspection
Starts an inspection from a selected template.
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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
Action Created
Triggers when an action is created.
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
Template
Try It
