LeadConnector + VanillaSoft
Update VanillaSoft contacts when pipeline stages change in LeadConnector
Simplify your lead management process with this workflow. Whenever there's a change in the pipeline stage within LeadConnector, this automation ensures that relevant contact information is immediately updated in VanillaSoft. This seamless connect between the two apps keeps your contact data up-to-date and helps streamline your sales funnel, allowing you to focus on what matters - closing deals.
Simplify your lead management process with this workflow. Whenever there's a change in the pipeline stage within LeadConnector, this automation ensures that relevant contact information is immediately updated in VanillaSoft. This seamless connect between the two apps keeps your contact data up-to-date and helps streamline your sales funnel, allowing you to focus on what matters - closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add/Update Contact
Add or Update a 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
VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
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
VanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
