Call Tools PCC + LeadConnector
Update contacts in Call Tools PCC when pipeline stages change in LeadConnector
Streamline your sales process with this efficient workflow. When a change occurs in your lead pipeline stage within LeadConnector, it will swiftly update the relevant contact details in the Call Tools PCC platform. This seamless interface saves you time and effort, allowing you to focus on what's essential—cultivating your leads and closing sales.
Streamline your sales process with this efficient workflow. When a change occurs in your lead pipeline stage within LeadConnector, it will swiftly update the relevant contact details in the Call Tools PCC platform. This seamless interface saves you time and effort, allowing you to focus on what's essential—cultivating your leads and closing sales.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact
Update a existing 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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