LeadConnector + Sierra Interactive
Create new leads in Sierra Interactive when stages change in LeadConnector
This workflow streamlines your lead management process by bridging LeadConnector and Sierra Interactive. Whenever there's a change in a pipeline stage within the LeadConnector, a new lead gets created in Sierra Interactive. This seamless integration ensures no prospective client falls through the cracks, improving your sales process efficiency while saving time on data entry.
This workflow streamlines your lead management process by bridging LeadConnector and Sierra Interactive. Whenever there's a change in a pipeline stage within the LeadConnector, a new lead gets created in Sierra Interactive. This seamless integration ensures no prospective client falls through the cracks, improving your sales process efficiency while saving time on data entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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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
SiteRequired
AgentRequired
Source Type
Type
SourceRequired
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
SiteRequired
AgentRequired
Try It
