LeadConnector + Well World
"register new clients in Well World when pipeline stages change in LeadConnector"
Effortlessly keep your client information up to date with this workflow. It activates when a pipeline stage changes in LeadConnector, prompting the registration of a new client in Well World. This ensures your client data in Well World is always precise and current, saving you the precious time it would take to manually update information.
Effortlessly keep your client information up to date with this workflow. It activates when a pipeline stage changes in LeadConnector, prompting the registration of a new client in Well World. This ensures your client data in Well World is always precise and current, saving you the precious time it would take to manually update information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Register Client
Creates a new client.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Plan to AssignRequired
First NameRequired
Last NameRequired
EmailRequired
GenderRequired
Note
In-practice purchase?
