Call Tools PCC + LeadConnector
Create new Call Tools PCC contacts when pipeline stages change in LeadConnector
Stay ahead of your leads with this efficient workflow. When a pipeline stage changes in LeadConnector, it promptly results in the creation of a new contact in Call Tools PCC. Without lifting a finger, you'll ensure no potential lead slips through the cracks, keeping your communication streamlined and your prospects engaged.
Stay ahead of your leads with this efficient workflow. When a pipeline stage changes in LeadConnector, it promptly results in the creation of a new contact in Call Tools PCC. Without lifting a finger, you'll ensure no potential lead slips through the cracks, keeping your communication streamlined and your prospects engaged.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new 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
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
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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
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 Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
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