Ascora + LeadConnector
Create or update Ascora quotes when pipeline stages change in LeadConnector
Streamline your sales process with this efficient workflow. When a pipeline stage is altered in LeadConnector, a corresponding quote is instantly created or updated in Ascora. This seamless linkage not only minimizes manual data entry but also ensures your quotes are always aligned with the latest lead advancements. This workflow is extremely beneficial for sales teams seeking to maintain accurateness and up-to-the-minute quote information in their operations.
Streamline your sales process with this efficient workflow. When a pipeline stage is altered in LeadConnector, a corresponding quote is instantly created or updated in Ascora. This seamless linkage not only minimizes manual data entry but also ensures your quotes are always aligned with the latest lead advancements. This workflow is extremely beneficial for sales teams seeking to maintain accurateness and up-to-the-minute quote information in their operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Quote
Creates a new Quote or updates an Existing Quote
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
Customer Modified
Triggers when an existing Customer is modified.
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