LeadConnector + SoTellUs
Create invitation to review in SoTellUs when new pipeline stages change in LeadConnector
When you move a contact into a new pipeline stage, this Zap will automatically send the contact information from LeadConnector to SoTellUs. SoTellUs will then send a review invitation to the customer, streamlining your review workflows with the need for any manual outreach.
When you move a contact into a new pipeline stage, this Zap will automatically send the contact information from LeadConnector to SoTellUs. SoTellUs will then send a review invitation to the customer, streamlining your review workflows with the need for any manual outreach.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Invite to Review
Create a new Invitation to Review
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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
Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
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
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Try It
