Apollo + LeadConnector
Create new Apollo accounts when stages change in LeadConnector
Boost your sales efficiency with this streamlined workflow. When there's a change in Pipeline Stage within LeadConnector, it triggers the creation of a new account in Apollo. This automation ensures your team stays updated with real-time data, enhancing organizational cohesion and responsiveness. Leverage this process to focus more on what truly matters – securing leads and closing deals.
Boost your sales efficiency with this streamlined workflow. When there's a change in Pipeline Stage within LeadConnector, it triggers the creation of a new account in Apollo. This automation ensures your team stays updated with real-time data, enhancing organizational cohesion and responsiveness. Leverage this process to focus more on what truly matters – securing leads and closing deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Account
An Account is a company that your team has added to Apollo.
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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
Account Updated
Triggers when an existing Account is updated.
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
Contact Updated
Triggers when an existing Contact is updated.
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