Chekkit + LeadConnector
Create new Chekkit customers when pipeline stages are updated in LeadConnector
Each time a lead progresses to a new stage within LeadConnector, this workflow steps in to ensure that a corresponding new customer is set up in the Chekkit app. By seamlessly linking these two key business processes, you'll always have up-to-date customer information in Chekkit, ensuring your team engages with them effectively and without delay. This efficient system simplifies customer management, saving your business time and effort while improving customer experience.
Each time a lead progresses to a new stage within LeadConnector, this workflow steps in to ensure that a corresponding new customer is set up in the Chekkit app. By seamlessly linking these two key business processes, you'll always have up-to-date customer information in Chekkit, ensuring your team engages with them effectively and without delay. This efficient system simplifies customer management, saving your business time and effort while improving customer experience.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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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 Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
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
New Review Invitation Sent
Triggers when a new review invitation is sent.
Try It
