LeadConnector + WellnessLiving
"change pipeline stages in LeadConnector and create new lead profiles in WellnessLiving"
Stay on top of your sales process with this holistic system. Whenever a pipeline stage changes in LeadConnector, watch as a detailed lead profile emerges in WellnessLiving. This simple workflow saves you the time and effort of manually inputting data, enabling a seamless transition from identifying potential leads to fostering them into lasting relationships.
Stay on top of your sales process with this holistic system. Whenever a pipeline stage changes in LeadConnector, watch as a detailed lead profile emerges in WellnessLiving. This simple workflow saves you the time and effort of manually inputting data, enabling a seamless transition from identifying potential leads to fostering them into lasting relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead Profile
Create a new profile in WellnessLiving.
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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
Business 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
Business NameRequired
Group NameRequired
Try It
