LeadConnector + SyndicationPro
Update contacts in SyndicationPro when pipeline stages change in LeadConnector
When a lead progresses to a new stage in LeadConnector, this workflow ensures that contact details are instantly updated in SyndicationPro. This seamless integration between the two platforms provides a unified hub for managing your sales pipeline. Save time, reduce errors, and keep up with your leads' progress in real time, enhancing your productivity and sales efficiency.
When a lead progresses to a new stage in LeadConnector, this workflow ensures that contact details are instantly updated in SyndicationPro. This seamless integration between the two platforms provides a unified hub for managing your sales pipeline. Save time, reduce errors, and keep up with your leads' progress in real time, enhancing your productivity and sales efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update a Contact
Triggers when you update the 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
Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
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
First Name
Last Name
EmailRequired
Phone Number
Residency
Date of Birth
Nickname
Self Accreditation
Verified Account
Investment Capacity
How did you hear about us
Send Invitation EmailRequired
