LeadConnector + Spiro
Create new Spiro opportunities when LeadConnector stages change
Stay on top of your sales pipeline with this automated workflow. Whenever a lead has a change in status in LeadConnector, a new opportunity is immediately created in Spiro. This means you're always ready to engage potential customers at the right time, eliminating manual data entry and saving valuable time. It's the perfect tool to streamline your sales process and keep your team in the loop.
Stay on top of your sales pipeline with this automated workflow. Whenever a lead has a change in status in LeadConnector, a new opportunity is immediately created in Spiro. This means you're always ready to engage potential customers at the right time, eliminating manual data entry and saving valuable time. It's the perfect tool to streamline your sales process and keep your team in the loop.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Opportunity (Contact)
Creates new opportunity from a contact.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
Company Attributes
Try It
