LeadConnector + Relevance AI
Update and run tools in Relevance AI when stages change in LeadConnector
When a stage change occurs in a lead within the LeadConnector app, this workflow springs into action, instantly launching the Run Tool function in the Relevance AI app. This efficient automation helps you save time and effort, ensuring all leads move smoothly through your pipeline. It's an effective solution for keeping your lead engagement targets on track while elevating your overall business performance.
When a stage change occurs in a lead within the LeadConnector app, this workflow springs into action, instantly launching the Run Tool function in the Relevance AI app. This efficient automation helps you save time and effort, ensuring all leads move smoothly through your pipeline. It's an effective solution for keeping your lead engagement targets on track while elevating your overall business performance.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
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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
MessageRequired
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
Run Tool
Execute a Tool in Relevance AI. Waits for a response for up to 60 seconds.
