LeadConnector + SuiteDash
Update SuiteDash contacts when pipeline stages change in LeadConnector
Keep your client data synchronized between LeadConnector and SuiteDash with this handy workflow. As soon as a lead progresses to a new stage in your pipeline within LeadConnector, it simultaneously updates the corresponding contact information in SuiteDash. This automation not only ensures your data remains consistent across both platforms but also eliminates the manual task of updating individual records.
Keep your client data synchronized between LeadConnector and SuiteDash with this handy workflow. As soon as a lead progresses to a new stage in your pipeline within LeadConnector, it simultaneously updates the corresponding contact information in SuiteDash. This automation not only ensures your data remains consistent across both platforms but also eliminates the manual task of updating individual records.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Contact
Updates and existing Contact.
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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
New Company
Triggers when a new company is created.
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 Contact
Triggers when a new contact is created.
Try It
