LeadConnector + Wealthbox CRM
Update Wealthbox CRM contacts when LeadConnector pipeline stages change
Manage your leads in a more efficient manner with this seamless workflow between LeadConnector and Wealthbox CRM. As soon as a lead's pipeline stage is updated in LeadConnector, the same modification is mirrored in Wealthbox CRM instantly. This ensures that all your contact information remains consistent across both platforms, saving you time and reducing manual entry.
Manage your leads in a more efficient manner with this seamless workflow between LeadConnector and Wealthbox CRM. As soon as a lead's pipeline stage is updated in LeadConnector, the same modification is mirrored in Wealthbox CRM instantly. This ensures that all your contact information remains consistent across both platforms, saving you time and reducing manual entry.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new 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
New Comment
Triggers when a new comment is created.
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
New Contact
Triggers when a new contact is created.
Try It
