Send a card on AMcards.com when pipeline stages are updated in LeadConnector
Elevate your relation management game by optimizing your workflow between LeadConnector and AMcards.com. When you update a stage in LeadConnector, a distinctive card will be dispatched from AMcards.com without any extra effort from your end. Streamline your lead management process, strengthening client engagement with this easy automation.
Elevate your relation management game by optimizing your workflow between LeadConnector and AMcards.com. When you update a stage in LeadConnector, a distinctive card will be dispatched from AMcards.com without any extra effort from your end. Streamline your lead management process, strengthening client engagement with this easy automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send a Card
Creates a new card.
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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
Third Party Contact IDRequired
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
CampaignRequired
TO: Salutation
TO: First NameRequired
TO: Last NameRequired
TO: Organization
TO: Address Line 1Required
TO: Address Line 2
TO: CityRequired
TO: StateRequired
TO: Postal CodeRequired
TO: Country
TO: Birth Date
TO: Phone Number
TO: Anniversary Date
Send Date
InitiatorRequired
FROM: First Name
FROM: Last Name
FROM: Address Line 1
FROM: Address Line 2
FROM: City
FROM: State
FROM: Postal Code
FROM: Country
Third Party Contact ID