LeadConnector + Trainual
Invite new users in Trainual when pipeline stages change in LeadConnector
Keep your training program aligned with your marketing efforts seamlessly. With this workflow, every time a lead advances to a new stage in LeadConnector, a new user will be invited to your organized knowledge base in Trainual. This automation helps ensure that your team's growth and learning progresses in tandem with your pipeline progress. It's an efficient solution to maintaining consistent training as your lead generation strategies evolve.
Keep your training program aligned with your marketing efforts seamlessly. With this workflow, every time a lead advances to a new stage in LeadConnector, a new user will be invited to your organized knowledge base in Trainual. This automation helps ensure that your team's growth and learning progresses in tandem with your pipeline progress. It's an efficient solution to maintaining consistent training as your lead generation strategies evolve.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite New User
Invites a new user to your account.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
SubjectRequired
Try It
