LeadConnector + Yardbook
Create new leads in Yardbook when stages change in LeadConnector
When a lead progresses to a new stage in the LeadConnector, this workflow ensures their details are immediately sent to Yardbook. With this automation between LeadConnector and Yardbook, you can easily maintain up-to-date lead information, eliminating manual data transfers. Perfect for businesses that want to streamline their lead management process and ensure valuable leads are never lost or forgotten.
When a lead progresses to a new stage in the LeadConnector, this workflow ensures their details are immediately sent to Yardbook. With this automation between LeadConnector and Yardbook, you can easily maintain up-to-date lead information, eliminating manual data transfers. Perfect for businesses that want to streamline their lead management process and ensure valuable leads are never lost or forgotten.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead and a prospect in Yardbook
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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
Job Completed
Triggers when a job or activity is set to completed.
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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
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
Estimate Approved
Triggers when an estimate has been approved.
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