LeadConnector + Vendasta
Update Vendasta companies when LeadConnector pipeline stages change
Streamline your lead management with an efficient workflow between LeadConnector and Vendasta. When there's a change in pipeline stage within LeadConnector, this workflow ensures that the corresponding company details are updated or created in Vendasta. Perfect for ensuring your company data stays current, this process eliminates manual data entry and keeps your focus on driving sales and improving client relationships.
Streamline your lead management with an efficient workflow between LeadConnector and Vendasta. When there's a change in pipeline stage within LeadConnector, this workflow ensures that the corresponding company details are updated or created in Vendasta. Perfect for ensuring your company data stays current, this process eliminates manual data entry and keeps your focus on driving sales and improving client relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Company
Creates or Updates a company. 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
