LeadConnector + VaultRE
Create enquiries in VaultRE when pipeline stages change in LeadConnector
Enhance your real estate management by streamlining tasks between LeadConnector and VaultRE. Employ this automation to effortlessly update your VaultRE Holding Area each time a pipeline stage changes in LeadConnector. By generating new enquiries, you can prioritize your leads more effectively, leading to more efficient business operations and overall improvement.
Enhance your real estate management by streamlining tasks between LeadConnector and VaultRE. Employ this automation to effortlessly update your VaultRE Holding Area each time a pipeline stage changes in LeadConnector. By generating new enquiries, you can prioritize your leads more effectively, leading to more efficient business operations and overall improvement.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Enquiry in Holding Area
Creates a contact in the Enquiry/Holding Area
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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 Property Listing (Sales)
Triggers when a property's status changes to a listing.
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
ID
First Name
Last Name
Company Name
Email Address
Mobile
Subject
Enquiry/Notes
Category(s)
Note Type
Property LifeID
Agent Email
