LeadConnector + vcita
Create new vcita clients when stages change in LeadConnector pipeline
Engage with your new leads swiftly using this handy workflow. As soon as a lead's stage changes in LeadConnector, it will promptly create a client in vcita allowing you to commence immediate communication and nurture those vital relationships. This workflow helps to streamline your lead management process and saves you time manually inputting data in multiple systems.
Engage with your new leads swiftly using this handy workflow. As soon as a lead's stage changes in LeadConnector, it will promptly create a client in vcita allowing you to commence immediate communication and nurture those vital relationships. This workflow helps to streamline your lead management process and saves you time manually inputting data in multiple systems.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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 Appointment
Triggers when a new appointment is created.
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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 Client
Triggers when new client is created.
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