97Display + LeadConnector
Update lead creation in 97Display when pipeline stages change in LeadConnector
Make your lead management more efficient with this streamlined workflow. When a change happens to the pipeline stage in LeadConnector, it seamlessly creates a new lead in 97Display. This setup ensures that all your potential customer data is consistently updated across platforms, saving you time and eliminating the need for manual data entry. Experience a smoother, more efficient lead management process, enabling you to focus more on closing deals.
Make your lead management more efficient with this streamlined workflow. When a change happens to the pipeline stage in LeadConnector, it seamlessly creates a new lead in 97Display. This setup ensures that all your potential customer data is consistently updated across platforms, saving you time and eliminating the need for manual data entry. Experience a smoother, more efficient lead management process, enabling you to focus more on closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a lead in the 97 Display CRM.
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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
New Lead
Triggers when 97 Display CRM has new lead, 97 Display sends you all new leads.
Try It
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
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
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Type
Date Created
Interest Program
Tags
Source
Program Id
