LeadConnector + Simply.Coach
Create new Simply.Coach engagements when lead stages change in LeadConnector
Stay on top of your sales process with this workflow. When your lead's pipeline stage changes in LeadConnector, it initiates a process that creates a new engagement in Simply.Coach. This smooth transition relieves you from constantly checking for updates, allowing you to focus more on developing strategies to engage your leads effectively.
Stay on top of your sales process with this workflow. When your lead's pipeline stage changes in LeadConnector, it initiates a process that creates a new engagement in Simply.Coach. This smooth transition relieves you from constantly checking for updates, allowing you to focus more on developing strategies to engage your leads effectively.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Engagement
Create an Engagement in the system
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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
FormRequired
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
New Contact
Triggers when a new contact is created.
Try It
