LeadConnector + NiceJob
Update and manage persons in NiceJob when stages change in LeadConnector
Improve your customer relationship management with this workflow. When there's a shift in a pipeline stage in LeadConnector, the same updates will reflect in NiceJob. This maintains consistency in your data, enhancing efficiency, and streamlining your lead handling process.
Improve your customer relationship management with this workflow. When there's a shift in a pipeline stage in LeadConnector, the same updates will reflect in NiceJob. This maintains consistency in your data, enhancing efficiency, and streamlining your lead handling process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
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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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
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