Instantly + LeadConnector
Update lead statuses in Instantly when pipeline stages change in LeadConnector
Whenever a change happens in your sales pipeline within LeadConnector, this workflow instantly updates the lead status in your Instantly app. By taking over these routine updates, this automation ensures that you have the most recent information on all your leads. Now you can focus on lead conversion and growing your business, rather than manual lead status updates.
Whenever a change happens in your sales pipeline within LeadConnector, this workflow instantly updates the lead status in your Instantly app. By taking over these routine updates, this automation ensures that you have the most recent information on all your leads. Now you can focus on lead conversion and growing your business, rather than manual lead status updates.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Lead Status
Update a lead's status
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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
Campaign
Event Type
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
Email accountsRequired
TagRequired
