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/Update Lead/Contact
Adds or updates a 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
Webhook TypeRequired
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
Contact/Lead IDRequired
