DisputeFox + LeadConnector
Update clients / leads in DisputeFox when pipeline stages change in LeadConnector
Automate your customer management process with this workflow. Whenever a pipeline stage changes in LeadConnector, it ensures your client or lead information is updated in DisputeFox. This streamlines your workflow by saving you time and reducing manual entry errors, giving you instant access to the most current lead information in DisputeFox. Perfect for businesses looking to keep client data consistent and accurate.
Automate your customer management process with this workflow. Whenever a pipeline stage changes in LeadConnector, it ensures your client or lead information is updated in DisputeFox. This streamlines your workflow by saving you time and reducing manual entry errors, giving you instant access to the most current lead information in DisputeFox. Perfect for businesses looking to keep client data consistent and accurate.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Client / Lead
Update information of existing client/lead.
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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
Affiliate Updated
Trigger fire after updating new affiliate.
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
Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Try It
