LeadConnector + Teamleader Focus
Create new Teamleader Focus contacts when stages change in LeadConnector pipeline
Streamline your sales process with this efficient workflow. Whenever there's a change in your Pipeline Stage in LeadConnector, a new contact will be instantly created in Teamleader Focus. This seamless integration ensures your teams always have the most updated contacts, enhancing communication and collaboration. This setup makes lead management easy and efficient, letting your team focus more on closing deals rather than administrative tasks.
Streamline your sales process with this efficient workflow. Whenever there's a change in your Pipeline Stage in LeadConnector, a new contact will be instantly created in Teamleader Focus. This seamless integration ensures your teams always have the most updated contacts, enhancing communication and collaboration. This setup makes lead management easy and efficient, letting your team focus more on closing deals rather than administrative 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 Deal
Triggers when a new deal 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 Company
Triggers when a new Company is added.
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