CallMaker + LeadConnector
Create customer cards in CallMaker when pipeline stages change in LeadConnector
Streamlining the client onboarding process is simple with this workflow. When a LeadConnector's pipeline stage changes, a new customer card is instantly created in CallMaker. This efficient process ensures no lead is left behind, making the transition from potential to established customer smooth and effortless.
Streamlining the client onboarding process is simple with this workflow. When a LeadConnector's pipeline stage changes, a new customer card is instantly created in CallMaker. This efficient process ensures no lead is left behind, making the transition from potential to established customer smooth and effortless.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer Card
Create Customer 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
Booking Cancelled
Triggers when a booking is cancelled.
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
Booking Confirmed
Triggers when a booking is confirmed.
Try It
