LeadConnector + Truss
Create new Truss contacts when LeadConnector pipeline stages change
Streamline your contact management process with this workflow. As soon as a pipeline stage shifts inside LeadConnector, this sets off a process to create a new contact in Truss. Enhance your efficiency, stay updated, and ensure no potential lead slips through the cracks.
Streamline your contact management process with this workflow. As soon as a pipeline stage shifts inside LeadConnector, this sets off a process to create a new contact in Truss. Enhance your efficiency, stay updated, and ensure no potential lead slips through the cracks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a Contact in the system.
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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 Task
Triggers when add new Task to a porject.
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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
New Contact Linked to Entity
Trigger when a new contact is linked to Entity
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