Update or create persons in Text In Church when stages change in LeadConnector
When a prospective lead changes stages in LeadConnector, streamline your workflow by using this automation to instantly create or update their profile in Text In Church. This efficient process ensures you're promptly engaging with your contacts at the right stage, allowing you to better nurture your leads and strengthen your church community.
When a prospective lead changes stages in LeadConnector, streamline your workflow by using this automation to instantly create or update their profile in Text In Church. This efficient process ensures you're promptly engaging with your contacts at the right stage, allowing you to better nurture your leads and strengthen your church community.
- 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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