LeadConnector + Zomentum
Update Zomentum clients when LeadConnector pipeline stages change
When a lead moves forward in the LeadConnector pipeline, this workflow jumps into action to create or update client details in Zomentum. This seamless automation ensures your Zomentum data is always up-to-date with your LeadConnector advances and removes the hassle of manual updates. This efficient process supports streamlined lead management and client communication.
When a lead moves forward in the LeadConnector pipeline, this workflow jumps into action to create or update client details in Zomentum. This seamless automation ensures your Zomentum data is always up-to-date with your LeadConnector advances and removes the hassle of manual updates. This efficient process supports streamlined lead management and client communication.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Client
Create or Update Client
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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
Client Created
Triggers when a new client is created.
Try It
