LeadConnector + umsatz.io
Create new contacts in umsatz.io when pipeline stages change in LeadConnector
With this seamless workflow, you can ensure smooth sales operations by updating contact data in your umsatz.io platform whenever a lead status changes in your LeadConnector. This is ideal for businesses seeking an efficient way to keep their sales and customer information up to date, bridging the gap between your sales leads and customer management systems. Ease the process of data transfer and save time, allowing your team to focus on building customer relationships and driving sales.
With this seamless workflow, you can ensure smooth sales operations by updating contact data in your umsatz.io platform whenever a lead status changes in your LeadConnector. This is ideal for businesses seeking an efficient way to keep their sales and customer information up to date, bridging the gap between your sales leads and customer management systems. Ease the process of data transfer and save time, allowing your team to focus on building customer relationships and driving sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact in the system. If contact already exists (determined by email field), updates the 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
Modify a Contact Property
Triggers when a contact property is filled or edited.
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
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try It
