Dialpad + LeadConnector
Create and assign new Dialpad contacts when stages in LeadConnector are updated
Easily stay on top of your sales pipeline stage changes with this workflow between LeadConnector and Dialpad. Once set up, every time there's a stage change in LeadConnector, a new contact will be created in Dialpad and can also be assigned if needed. This efficient setup saves you the time and effort of manual data entry, helping you maintain an accurate and productive sales process.
Easily stay on top of your sales pipeline stage changes with this workflow between LeadConnector and Dialpad. Once set up, every time there's a stage change in LeadConnector, a new contact will be created in Dialpad and can also be assigned if needed. This efficient setup saves you the time and effort of manual data entry, helping you maintain an accurate and productive sales process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
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This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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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
Call StatesRequired
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
Workflow IDRequired
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
SMS directionRequired
Try It
