LeadConnector + Wodify Core
Update and manage leads in Wodify Core when pipeline stages change in LeadConnector
Stay on top of your leads efficiently with this easy automation. When a Pipeline Stage changes in LeadConnector, this workflow promptly adds or updates the lead in the Wodify Core app simultaneously. No need for manual updates, this automatic process ensures all lead information is up-to-date saving you time and effort. Improve your CRM efficiency and never miss an update with this smooth integration.
Stay on top of your leads efficiently with this easy automation. When a Pipeline Stage changes in LeadConnector, this workflow promptly adds or updates the lead in the Wodify Core app simultaneously. No need for manual updates, this automatic process ensures all lead information is up-to-date saving you time and effort. Improve your CRM efficiency and never miss an update with this smooth integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add/Update Lead
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
Tag Added, Removed or BothRequired
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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
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
Client Sign In
Triggers when a client signs in to a class.
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