LeadConnector + SuiteDash
Create contacts in SuiteDash when pipeline stages change in LeadConnector
Keep your lead management process streamlined and error-free with this workflow. When the status of a lead changes in LeadConnector, it simultaneously updates the same in SuiteDash, saving you valuable time. This ensures that your contact pipeline is always up-to-date, allowing you to concentrate on other critical tasks.
Keep your lead management process streamlined and error-free with this workflow. When the status of a lead changes in LeadConnector, it simultaneously updates the same in SuiteDash, saving you valuable time. This ensures that your contact pipeline is always up-to-date, allowing you to concentrate on other critical tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new 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
New Company
Triggers when a new company is created.
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
New Contact
Triggers when a new contact is created.
Try It
