LeadConnector + Salesforce
Update Salesforce leads by adding them to a campaign when LeadConnector pipeline stages change
Stay on top of your sales pipeline with this efficient workflow. As the status of your leads change in LeadConnector, this automatically updates within Salesforce, ensuring your lead management is consistently accurate and up to date. Experience improved sales tracking, eliminate prospects being overlooked, and enhance your overall sales efficiency with this swift and streamlined automation.
Stay on top of your sales pipeline with this efficient workflow. As the status of your leads change in LeadConnector, this automatically updates within Salesforce, ensuring your lead management is consistently accurate and up to date. Experience improved sales tracking, eliminate prospects being overlooked, and enhance your overall sales efficiency with this swift and streamlined automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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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
New Case Attachment
Triggers when a new Attachment is added to a case.
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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
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.
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