LeadConnector + Vtiger CRM
Update Vtiger CRM contacts when LeadConnector pipeline stages change
Stay on top of your leads with this efficient workflow. Once a pipeline stage changes in LeadConnector, it instantly updates or creates a new contact in your Vtiger CRM. This automation ensures your CRM reflects the most recent changes, helping you manage leads effectively and streamline your business processes. Enjoy more organization and less manual data entry with this seamless integration.
Stay on top of your leads with this efficient workflow. Once a pipeline stage changes in LeadConnector, it instantly updates or creates a new contact in your Vtiger CRM. This automation ensures your CRM reflects the most recent changes, helping you manage leads effectively and streamline your business processes. Enjoy more organization and less manual data entry with this seamless integration.
- 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 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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
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
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Try It
