LeadConnector + Wise Agent CRM
Update leads in Wise Agent CRM when pipeline stages change in LeadConnector
Easily stay on top of your sales pipeline with this efficient workflow. When a lead progresses to a new stage within the LeadConnector app, this automation will promptly add a new lead to your Wise Agent CRM, ensuring that your customer relationship management system stays up-to-date and organized. Save time and reduce manual data entry while streamlining your sales process.
Easily stay on top of your sales pipeline with this efficient workflow. When a lead progresses to a new stage within the LeadConnector app, this automation will promptly add a new lead to your Wise Agent CRM, ensuring that your customer relationship management system stays up-to-date and organized. Save time and reduce manual data entry while streamlining your sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead
Adds a new lead.
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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
First Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
