LeadConnector + Workiz
Create new leads in Workiz when pipeline stages change in LeadConnector
Streamline your sales process with this handy workflow. When a pipeline stage changes in LeadConnector, it immediately results in a new lead creation in Workiz. This automatic setup enables you to keep track of leads efficiently, ensuring you never miss a potential sales opportunity. Perfect for businesses looking to optimize sales and client management.
Streamline your sales process with this handy workflow. When a pipeline stage changes in LeadConnector, it immediately results in a new lead creation in Workiz. This automatic setup enables you to keep track of leads efficiently, ensuring you never miss a potential sales opportunity. Perfect for businesses looking to optimize sales and client management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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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
Job Is Done
Triggers when a job is completed and status has changed to Done
Try It
