LeadConnector + TotalBrokerage
Update contacts in TotalBrokerage when pipeline stages change in LeadConnector
Move your sales process forward effortlessly with this dynamic workflow. When a change occurs in your Pipeline Stage in the LeadConnector app, this automation promptly creates a new contact in your TotalBrokerage app. It's a seamless way to ensure your contact list in TotalBrokerage is consistently updated, freeing up your time for more important tasks.
Move your sales process forward effortlessly with this dynamic workflow. When a change occurs in your Pipeline Stage in the LeadConnector app, this automation promptly creates a new contact in your TotalBrokerage app. It's a seamless way to ensure your contact list in TotalBrokerage is consistently updated, freeing up your time for more important tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
- 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
Account Created
Triggers when a new account is created in your brokerage.
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
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try It
