LeadConnector + SimpleTexting
Update SimpleTexting contacts when LeadConnector pipeline stages change
Stay on top of your sales pipeline and effortlessly maintain contact with your leads by seamlessly updating their information in SimpleTexting whenever a pipeline stage changes in LeadConnector. This convenient workflow efficiently ensures that your contact list in SimpleTexting remains accurate and up-to-date, so you can focus on closing deals and driving business growth.
Stay on top of your sales pipeline and effortlessly maintain contact with your leads by seamlessly updating their information in SimpleTexting whenever a pipeline stage changes in LeadConnector. This convenient workflow efficiently ensures that your contact list in SimpleTexting remains accurate and up-to-date, so you can focus on closing deals and driving business growth.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update a Contact
Creates a new or updates an existing contact.
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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
Account phone
Contact phone
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
Account phone
Contact phone
Try It
