LeadConnector + Warm Welcome
Update contacts in Warm Welcome when pipeline stages change in LeadConnector
Quickly respond to market changes and stay proactive with your leads with this efficient workflow. The moment a pipeline stage changes in LeadConnector, it initiates an update or creation of a new contact in Warm Welcome. This not only maintains current, accurate data but can also boost your customer engagement by ensuring the right message is sent at the right time, ultimately helping you to build stronger customer relationships.
Quickly respond to market changes and stay proactive with your leads with this efficient workflow. The moment a pipeline stage changes in LeadConnector, it initiates an update or creation of a new contact in Warm Welcome. This not only maintains current, accurate data but can also boost your customer engagement by ensuring the right message is sent at the right time, ultimately helping you to build stronger customer relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
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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
Get New Contacts
This trigger will automatically get the newly added contacts
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
NameRequired
EmailRequired
TypeRequired
Start A ConversationsRequired
