LeadConnector + Salesforce
Create Salesforce records when LeadConnector pipeline stages are updated
Easily keep track of your leads' progress by connecting your LeadConnector and Salesforce apps with this efficient workflow. When a pipeline stage changes in LeadConnector, a new record will be created in Salesforce, ensuring seamless coordination between your sales and CRM systems. This automation helps you maintain an organized and up-to-date database while saving valuable time.
Easily keep track of your leads' progress by connecting your LeadConnector and Salesforce apps with this efficient workflow. When a pipeline stage changes in LeadConnector, a new record will be created in Salesforce, ensuring seamless coordination between your sales and CRM systems. This automation helps you maintain an organized and up-to-date database while saving valuable time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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 Contact
Triggers when a new Contact is created.
Try It
