"update WooSender opportunities when pipeline stages change in LeadConnector"
Shift gears into sales productivity with this efficient workflow. When a pipeline stage changes in LeadConnector, it takes the same opportunity and adds or moves it to a pipeline or stage in WooSender. This process allows you to streamline your lead management, ensuring all information stays current and consistent across platforms. Enhance your sales process with this hassle-free automation.
Shift gears into sales productivity with this efficient workflow. When a pipeline stage changes in LeadConnector, it takes the same opportunity and adds or moves it to a pipeline or stage in WooSender. This process allows you to streamline your lead management, ensuring all information stays current and consistent across platforms. Enhance your sales process with this hassle-free automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add/Move Opportunity to Pipeline/Stage
Add/Move Opportunity to Pipeline/Stage
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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
Appointment Cancelled
Appointment Cancelled By WooSender
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