LeadConnector + SocialGlow
Update SocialGlow group when LeadConnector pipeline stage changes
Stay organized and enhance your networking efforts with this streamlined workflow. Whenever a lead progresses to a new stage in LeadConnector, this process will instantly add that contact to a specific group in SocialGlow. This ensures you keep track of your leads' developments and cultivate relationships effectively within your social networks.
Stay organized and enhance your networking efforts with this streamlined workflow. Whenever a lead progresses to a new stage in LeadConnector, this process will instantly add that contact to a specific group in SocialGlow. This ensures you keep track of your leads' developments and cultivate relationships effectively within your social networks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Contact to Group
This action allows you to add your contact to group.
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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
Course IdRequired
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
Course IdRequired
Try It
