LeadConnector + Slack
Invite users to Slack channel when pipeline stages change in LeadConnector
Boost your team's engagement and communication with this seamless workflow. As soon as a change occurs in a pipeline stage within LeadConnector, an equivalent amendment is promptly reflected in a designated channel in Slack. By consolidating updates across platforms, this integrated process empowers your team to stay informed, fostering immediate action and robust collaboration. Use this workflow to escalate your team performance and communication efficiency.
Boost your team's engagement and communication with this seamless workflow. As soon as a change occurs in a pipeline stage within LeadConnector, an equivalent amendment is promptly reflected in a designated channel in Slack. By consolidating updates across platforms, this integrated process empowers your team to stay informed, fostering immediate action and robust collaboration. Use this workflow to escalate your team performance and communication efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite User to Channel
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
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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?
Optimized data
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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
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 Channel
Triggers when a new #channel is created.
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