LeadConnector + TaxDome
Update contacts in TaxDome when pipeline stages change in LeadConnector
Stay organized and efficient by automating your workflow between LeadConnector and TaxDome. With this automation, whenever there's a change in Pipeline Stage within your LeadConnector app, a respective contact will be updated in your TaxDome app. Minimize manual data entry and ensure that your contact information is always up to date, so you can focus more on closing deals rather than handling data.
Stay organized and efficient by automating your workflow between LeadConnector and TaxDome. With this automation, whenever there's a change in Pipeline Stage within your LeadConnector app, a respective contact will be updated in your TaxDome app. Minimize manual data entry and ensure that your contact information is always up to date, so you can focus more on closing deals rather than handling data.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact
Updates a 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
Delete Account
Triggers when an account is deleted
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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
Deleted Contact
Triggers when a contact is deleted.
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