LeadConnector + Upnify
Update new prospects in Upnify when pipeline stages change in LeadConnector
When a lead progresses in the pipeline stage in LeadConnector, this workflow instantly creates a new prospect in Upnify. It's a strategic solution for sales teams, aiding in seamless lead management and improving efficiency. Enjoy robust revenue growth by keeping prospect information updated in real-time.
When a lead progresses in the pipeline stage in LeadConnector, this workflow instantly creates a new prospect in Upnify. It's a strategic solution for sales teams, aiding in seamless lead management and improving efficiency. Enjoy robust revenue growth by keeping prospect information updated in real-time.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Prospect
Create a new Prospect
- 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
New Client
Triggers when a new client is created on your Upnify account.
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
New Oportunity
Triggers when a new opportunity is created.
Try It
