LeadConnector + SuiteDash
Update contacts in SuiteDash when pipeline stages change in LeadConnector
Stay on top of your sales process with this seamless workflow. Whenever a pipeline stage is changed in LeadConnector, it instantly updates the corresponding contact in SuiteDash. This automation keeps all your information up-to-date across both platforms, opening up more time for more crucial tasks. Perfect for sales teams wanting efficiency in maintaining lead and contact information.
Stay on top of your sales process with this seamless workflow. Whenever a pipeline stage is changed in LeadConnector, it instantly updates the corresponding contact in SuiteDash. This automation keeps all your information up-to-date across both platforms, opening up more time for more crucial tasks. Perfect for sales teams wanting efficiency in maintaining lead and contact information.
- 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.
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