LeadConnector + YouLi
Add new YouLi registrations when LeadConnector pipeline stages change
Manage your sales process more efficiently by letting this workflow handle the task of transferring updates from LeadConnector to YouLi. When a pipeline stage for a lead changes in LeadConnector, this workflow will swiftly add a registration in YouLi. It's a streamlined way to ensure that all lead stage changes are reflected with new registration additions in YouLi. Boost your productivity and keep your sales processin top shape with this simple, yet effective, automation.
Manage your sales process more efficiently by letting this workflow handle the task of transferring updates from LeadConnector to YouLi. When a pipeline stage for a lead changes in LeadConnector, this workflow will swiftly add a registration in YouLi. It's a streamlined way to ensure that all lead stage changes are reflected with new registration additions in YouLi. Boost your productivity and keep your sales processin top shape with this simple, yet effective, automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Registration
Add a new traveler registration (email) to your selected trip
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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
TripRequired
Try It
