Certifier + LeadConnector
Issue credentials in Certifier when pipeline stages are updated in LeadConnector
Streamline your lead-to-certification process with this seamless integration between LeadConnector and Certifier. Whenever a pipeline stage is modified in LeadConnector, this workflow kicks in, causing Certifier to instantly issue a credential. This ensures your leads are always certification-ready, thereby greatly improving your workflow efficiency and productivity levels.
Streamline your lead-to-certification process with this seamless integration between LeadConnector and Certifier. Whenever a pipeline stage is modified in LeadConnector, this workflow kicks in, causing Certifier to instantly issue a credential. This ensures your leads are always certification-ready, thereby greatly improving your workflow efficiency and productivity levels.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Issue Credential
Creates, issues, and sends a credential to a recipient
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- 14 day trial for premium features & apps
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
Credential Created
Triggers when a new credential is created
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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
Credential Downloaded
Triggers when a credential is downloaded
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