HL Pro Tools + LeadConnector
Create new users in HL Pro Tools when pipeline stages change in LeadConnector
Upgrade your workflow with an active change of stages in LeadConnector that instantly triggers creation of a new user in HL Pro Tools. This integration efficiently streamlines your lead management process, sparing you from manual data entry and time-consuming rework. Embrace this smooth transition between apps and bring proficiency to your business handling.
Upgrade your workflow with an active change of stages in LeadConnector that instantly triggers creation of a new user in HL Pro Tools. This integration efficiently streamlines your lead management process, sparing you from manual data entry and time-consuming rework. Embrace this smooth transition between apps and bring proficiency to your business handling.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create User
This action allows to create a new user and assign atleast one location to the user in an Agency
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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
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
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
Select LocationRequired
Campaign IDRequired
Contact IDRequired
