Update leads in Synthflow AI by creating calls whenever pipeline stages change in LeadConnector
Maximize efficiency by automating your work processes between LeadConnector and Synthflow AI. With this workflow, whenever a pipeline stage change occurs in LeadConnector, a corresponding call will be created in Synthflow AI seamlessly. This saves time, boosts productivity, and ensures you never miss an update or needed action. Perfect for those looking to streamline management of leads and enhance AI operations.
Maximize efficiency by automating your work processes between LeadConnector and Synthflow AI. With this workflow, whenever a pipeline stage change occurs in LeadConnector, a corresponding call will be created in Synthflow AI seamlessly. This saves time, boosts productivity, and ensures you never miss an update or needed action. Perfect for those looking to streamline management of leads and enhance AI operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Call
Initiates a real-time voice call through the AI assistant.
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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
Agent IDRequired
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
Model IDRequired
Actions IDs