LeadConnector + Spotio
Update Spotio records when LeadConnector pipeline stages change
Ensure streamlined sales operations with this workflow by bridging LeadConnector and Spotio. When stages in your LeadConnector pipeline change, the updates reflect in your Spotio records in real time, making sure your team is always on the same page. This smooth integration saves you valuable time by eliminating manual data transfer and offers a seamless transition between the two platforms, hence improving team productivity.
Ensure streamlined sales operations with this workflow by bridging LeadConnector and Spotio. When stages in your LeadConnector pipeline change, the updates reflect in your Spotio records in real time, making sure your team is always on the same page. This smooth integration saves you valuable time by eliminating manual data transfer and offers a seamless transition between the two platforms, hence improving team productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Record
Update existing dataObject
- 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
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
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try It
