Create contacts in RingCentral when pipeline stages are updated in LeadConnector
Ensure a smooth workflow by swiftly converting your LeadConnector's pipeline stage changes into new contacts in your RingCentral app. This automation helps bridge your sales and communication efforts, making sure that every important lead change is mirrored as a contact update in your calling system. Save valuable time and improve productivity with this seamless connectivity between LeadConnector and RingCentral.
Ensure a smooth workflow by swiftly converting your LeadConnector's pipeline stage changes into new contacts in your RingCentral app. This automation helps bridge your sales and communication efforts, making sure that every important lead change is mirrored as a contact update in your calling system. Save valuable time and improve productivity with this seamless connectivity between LeadConnector and RingCentral.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new external contact in personal address book.
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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
Description
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
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
Call Ended
Triggers when a call has been ended.
Try It