CardClan + LeadConnector
Send a card in CardClan whenever the pipeline stages change in LeadConnector
Stay on top of your leads by employing this efficient workflow between LeadConnector and CardClan. As soon as the stages of your leads change in LeadConnector, this workflow ensures to send a card from CardClan in response. This eliminates the need for manual checks and promotes a seamless interaction with your potential customers, thus value-adding to your business's efficiency.
Stay on top of your leads by employing this efficient workflow between LeadConnector and CardClan. As soon as the stages of your leads change in LeadConnector, this workflow ensures to send a card from CardClan in response. This eliminates the need for manual checks and promotes a seamless interaction with your potential customers, thus value-adding to your business's efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send a Card
Get zapier configuration for a particular card with its workspace and email account data.
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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
Enter your zapier 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
Enter your Zapier IDRequired
