LeadConnector + Testlify
Send assessments in Testlify when pipeline stages change in LeadConnector
This workflow springs into action when a change in lead status occurs in the LeadConnector app and, in response, sends an assessment through the Testlify app. A perfect solution for businesses wanting to streamline their follow-ups and assessments, saving time and improving efficiency. Keep your teams in sync and assessments on time without lifting a finger.
This workflow springs into action when a change in lead status occurs in the LeadConnector app and, in response, sends an assessment through the Testlify app. A perfect solution for businesses wanting to streamline their follow-ups and assessments, saving time and improving efficiency. Keep your teams in sync and assessments on time without lifting a finger.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Assessment
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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
Stage nameRequired
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
List Assessments
List of all the assessments created in your Testlify account
Try It
