Halo Service Solutions + LeadConnector
Create new Halo Service Solutions customers when stages in LeadConnector are updated
Simplify your business processes between LeadConnector and Halo Service Solutions using this workflow. With every alteration in the pipeline stage in LeadConnector, an immediate update happens in Halo Service Solutions. This seamless connectivity ensures you spend less time on manual data entry and have real-time records in Halo Service Solutions. Perfect for boosting your productivity and enhancing your customer relationship management.
Simplify your business processes between LeadConnector and Halo Service Solutions using this workflow. With every alteration in the pipeline stage in LeadConnector, an immediate update happens in Halo Service Solutions. This seamless connectivity ensures you spend less time on manual data entry and have real-time records in Halo Service Solutions. Perfect for boosting your productivity and enhancing your customer relationship management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new Customer in Halo.
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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
DescriptionRequired
Customer
Site
End User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
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
DescriptionRequired
Customer
Site
End-User
Ticket Type
Status
Service Level Agreement
Priority
Team
Agent
Try It
