LeadConnector + SlickText
Update contacts in SlickText when pipeline stages change in LeadConnector
Stay on top of your sales process with this LeadConnector and SlickText automation. Whenever there's a change in pipeline stage within LeadConnector, this workflow will ensure your contact details in SlickText are instantly updated or created if not already present. This eliminates manual data entry, keeping your communication streamlined and efficient.
Stay on top of your sales process with this LeadConnector and SlickText automation. Whenever there's a change in pipeline stage within LeadConnector, this workflow will ensure your contact details in SlickText are instantly updated or created if not already present. This eliminates manual data entry, keeping your communication streamlined and efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Create a new contact if the number is not found or update the existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
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
Contact Created
Triggers when a new contact is created in SlickText.
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
Contact Deleted
Triggers when a contact is deleted in SlickText.
Try It
