Instantly + LeadConnector
Update pipeline stages in LeadConnector and add leads to campaign in Instantly
Automate your sales process with this workflow. With a change in pipeline stage in LeadConnector, a new lead will be instantly added to a campaign in Instantly. This efficient process eliminates manual entry, ensuring timely actions and faster turnaround times. Streamline your campaign management and make your sales process more effective with this seamless integration.
Automate your sales process with this workflow. With a change in pipeline stage in LeadConnector, a new lead will be instantly added to a campaign in Instantly. This efficient process eliminates manual entry, ensuring timely actions and faster turnaround times. Streamline your campaign management and make your sales process more effective with this seamless integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Lead to Campaign
Add lead to a campaign
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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
