LeadConnector + Quickbase
Create Quickbase records from new LeadConnector entries
Effortlessly keep track of your sales pipeline progress with this workflow that connects LeadConnector and Quickbase. When a lead's pipeline stage changes in LeadConnector, a new record will be created in Quickbase, ensuring accurate and up-to-date information in your database. Stay organized and efficient by streamlining your sales process with this easy-to-use automation.
Effortlessly keep track of your sales pipeline progress with this workflow that connects LeadConnector and Quickbase. When a lead's pipeline stage changes in LeadConnector, a new record will be created in Quickbase, ensuring accurate and up-to-date information in your database. Stay organized and efficient by streamlining your sales process with this easy-to-use automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Record
Creates a new record in a Quick Base table.
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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
ApplicationRequired
TableRequired
Criteria Field
Criteria Operator
Criteria Value
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
ApplicationRequired
TableRequired
