LeadConnector + Vendasta
Update and manage contacts in Vendasta when pipeline stages change in LeadConnector
Keep your contact data in Vendasta updated swiftly and effortlessly. When a pipeline stage changes within LeadConnector, this workflow immediately creates or updates corresponding contact information within Vendasta. This seamless process ensures you have up-to-date and accurate information at all times, enhancing your ability to manage leads effectively and efficiently.
Keep your contact data in Vendasta updated swiftly and effortlessly. When a pipeline stage changes within LeadConnector, this workflow immediately creates or updates corresponding contact information within Vendasta. This seamless process ensures you have up-to-date and accurate information at all times, enhancing your ability to manage leads effectively and efficiently.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
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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
Note for Vendasta App as trigger
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
Company or Contact IDsRequired
Choose activity typeRequired
Check for existing activity based on an external identifier
Add team members
Add tags
