Enroll contacts in NiceJob when pipeline stages change in LeadConnector
Enhance your lead management process with this seamless workflow. When your leads progress in LeadConnector, their contact information is immediately enrolled in NiceJob. This automatic process ensures every lead is accounted for, optimizing your tracking and enhancing your efficiency.
Enhance your lead management process with this seamless workflow. When your leads progress in LeadConnector, their contact information is immediately enrolled in NiceJob. This automatic process ensures every lead is accounted for, optimizing your tracking and enhancing your efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews 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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try It