LeadConnector + Zomentum
Update contacts in Zomentum when pipeline stages change in LeadConnector
Effortlessly manage your contact database in Zomentum with this seamless workflow. Whenever a lead undergoes a stage change in LeadConnector, a new contact is swiftly created or updated in Zomentum. It ensures you never miss a key customer transition, empowering you to react promptly and maintain an up-to-date, efficient CRM system. Utilize this automation to amplify your client engagement, enhancing overall productivity.
Effortlessly manage your contact database in Zomentum with this seamless workflow. Whenever a lead undergoes a stage change in LeadConnector, a new contact is swiftly created or updated in Zomentum. It ensures you never miss a key customer transition, empowering you to react promptly and maintain an up-to-date, efficient CRM system. Utilize this automation to amplify your client engagement, enhancing overall productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Create or Update Contact
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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
Client Created
Triggers when a new client is created.
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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
Client Updated
Triggers when a client is updated.
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