Create Zoom meeting registrants when pipeline stages change in LeadConnector
Boost your sales productivity by managing crucial leads more effectively with this integrated workflow. When a lead moves to a new stage in LeadConnector, a meeting with that lead is promptly scheduled in Zoom. This seamless process ensures you're consistently engaging with important leads, enhancing your team's efficiency and communication strategy.
Boost your sales productivity by managing crucial leads more effectively with this integrated workflow. When a lead moves to a new stage in LeadConnector, a meeting with that lead is promptly scheduled in Zoom. This seamless process ensures you're consistently engaging with important leads, enhancing your team's efficiency and communication strategy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Meeting Registrant
Creates a new meeting registrant.
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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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try It