CallHub + LeadConnector
Update and create contacts in CallHub when pipeline stages change in LeadConnector
Easily manage your contacts when lead stages change in LeadConnector with this workflow that seamlessly updates or creates contacts in CallHub. Benefit from an efficient and streamlined business process which guarantees your contact details in CallHub are constantly updated and relevant. This productive workflow ensures you'll always stay connected with your leads at every stage of their journey.
Easily manage your contacts when lead stages change in LeadConnector with this workflow that seamlessly updates or creates contacts in CallHub. Benefit from an efficient and streamlined business process which guarantees your contact details in CallHub are constantly updated and relevant. This productive workflow ensures you'll always stay connected with your leads at every stage of their journey.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an 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 Agent Activated
Triggers when an agent activates his account to make calls for call center campaigns in your CallHub account.
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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 Press-1 Lead
Triggers when the transfer digit is pressed for any voice broadcast campaign in your CallHub account.
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