Create new Spotio records as stages change in LeadConnector
Easily streamline your sales process with this workflow. When you update stages in your LeadConnector process, it will instantly create a new record in your Spotio app to help you stay organized and efficient. No longer worry about missing details or manual data entry, instead, let this automation handle the task and focus on what matters, closing sales.
Easily streamline your sales process with this workflow. When you update stages in your LeadConnector process, it will instantly create a new record in your Spotio app to help you stay organized and efficient. No longer worry about missing details or manual data entry, instead, let this automation handle the task and focus on what matters, closing sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Record
Create a new dataObject
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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
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
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