Create Slack reminders when pipeline stages change in LeadConnector
Manage your sales pipeline more efficiently with this workflow. When a lead stage changes within LeadConnector, a reminder is immediately sent on Slack. This keeps your team updated and ensures prompt follow-up actions, enhancing productivity and lead conversion rates.
Manage your sales pipeline more efficiently with this workflow. When a lead stage changes within LeadConnector, a reminder is immediately sent on Slack. This keeps your team updated and ensures prompt follow-up actions, enhancing productivity and lead conversion rates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Reminder
Adds a reminder for yourself or a teammate, just like the
/remind
slash command.
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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
Trigger for Bot Messages?
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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 Channel
Triggers whenever a new #channel is created.
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