LeadConnector + systeme.io
Update and grant course access to systeme.io contacts when lead connector pipeline stages change
When a lead's stage changes in LeadConnector, this workflow ensures that their details are instantly reflected in systeme.io. Not only does it create or update the individual's contact information, but it also grants them access to the appropriate course. This ensures your records are always accurate and enhances your ability to provide timely, personalized learning experiences to each lead.
When a lead's stage changes in LeadConnector, this workflow ensures that their details are instantly reflected in systeme.io. Not only does it create or update the individual's contact information, but it also grants them access to the appropriate course. This ensures your records are always accurate and enhances your ability to provide timely, personalized learning experiences to each lead.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update a Contact and Grant Access to Course
Creates or updates a contact and grant access to course
- 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
CampaignRequired
Try It
