LeadConnector + Thoughtly
Update Thoughtly contacts when pipeline stages change in LeadConnector
Synchronize your contact management process and enhance efficiency with this intuitive workflow. As a pipeline stage changes within LeadConnector, the corresponding contact information is immediately updated in Thoughtly. This powerful automation helps reduce tedious manual adjustments, ensuring consistent and up-to-date contact information across both interfaces. Save time and streamline your workflow, so you can focus more on growing your business.
Synchronize your contact management process and enhance efficiency with this intuitive workflow. As a pipeline stage changes within LeadConnector, the corresponding contact information is immediately updated in Thoughtly. This powerful automation helps reduce tedious manual adjustments, ensuring consistent and up-to-date contact information across both interfaces. Save time and streamline your workflow, so you can focus more on growing your business.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new Contact on your Thoughtly team.
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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
ThoughtlyRequired
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
Contact Name
Phone NumberRequired
Email
Tags
