Canopy + LeadConnector
Create individual clients in Canopy when pipeline stages change in LeadConnector
When a change occurs in your Pipeline Stage within LeadConnector, this workflow instantly creates a new individual client within Canopy. It's a seamless way to ensure your client info stays up-to-date across both platforms, improving your business process efficiency. Ideal for sales reps, managers, or business owners looking to streamline their Lead-to-client conversion workflow.
When a change occurs in your Pipeline Stage within LeadConnector, this workflow instantly creates a new individual client within Canopy. It's a seamless way to ensure your client info stays up-to-date across both platforms, improving your business process efficiency. Ideal for sales reps, managers, or business owners looking to streamline their Lead-to-client conversion workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Individual Client
Creates a new individual client.
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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
New Business Client
Triggers when a business client is created.
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
Business Client Info Updated
Triggers when a business client's info is updated.
Try It
