Update persons in Text In Church when pipeline stages change in LeadConnector
Stay on top of your lead management with this seamless workflow. When a pipeline stage changes in LeadConnector, it will swiftly create or update a person in Text In Church. This avoids manual data entry, ensuring your Text In Church contact information is always current and corresponding to the changes in LeadConnector. A handy solution for streamlined communication and more personalized interactions.
Stay on top of your lead management with this seamless workflow. When a pipeline stage changes in LeadConnector, it will swiftly create or update a person in Text In Church. This avoids manual data entry, ensuring your Text In Church contact information is always current and corresponding to the changes in LeadConnector. A handy solution for streamlined communication and more personalized interactions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Person
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
Connect Card Submitted
Triggers when a connect card has been submitted.
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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
Group Hash
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