Convert lead to client in Clientjoy when lead stages are updated
Save time and streamline your workflow by instantly converting leads to clients in Clientjoy when their stage changes. This automation efficiently manages your sales pipeline, ensuring potential clients don't fall through the cracks. Stay organized and improve client relations with the ease of this Clientjoy process.
Save time and streamline your workflow by instantly converting leads to clients in Clientjoy when their stage changes. This automation efficiently manages your sales pipeline, ensuring potential clients don't fall through the cracks. Stay organized and improve client relations with the ease of this Clientjoy process.
- When this happens...
Lead Stage Is ChangedTriggers, when the Lead comes to a specified stage.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Convert Lead to Client
Auto converts a Clientjoy Lead to a Client in Clientjoy.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose WorkspaceRequired
Lead Email (optional)
Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
Ends AtRequired
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Recipient NameRequired
Recipient's Email addressRequired
Invoice date
Due date
Choose Item (Product or Service that you are offering)
Item Description
Unit
Quantity
Rate
Tax
Adjustments
Discount Type (Number / Percent)Required
Discount value
When to apply discount?Required
Is this a recurring Invoice?Required
Choose Payment method
Client note
Terms and conditions
Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Please choose whether Proposal is for a Lead or CustomerRequired
Recipient NameRequired
Recipient EmailRequired
Name of the Proposal or TitleRequired
Proposal expiry date
Choose your custom proposal template
Choose from Clientjoy's inbuilt templates
Choose Item (Product or Service that you are offering)
Item Description
Unit (e.g. hours, months, etc.)
Quantity
Item Rate
Choose Tax
Want to apply discount?
Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Lead IdRequired
Name
Email
Phone
Company
Title
StageRequired
SourceRequired
OwnerRequired
CurrencyRequired
Deal size
Conversion Probablity
Website
PrivacyRequired
Last Contact
Address
City
State
Country
Zip
Tags
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClientjoy WorkspaceRequired
Field To Search ByRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Client Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
In which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.In which workspace you need to add the Lead?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Email id of Proposal's receiver (optional)
Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clientjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Client Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace in ClientjoyRequired
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Lead's Website or Link
Deal Size
Choose Currency for Deal SizeRequired
Conversion Probablity (1-100)
Last Contact Date
Sales Stage in PipelineRequired
Source
Choose Lead OwnerRequired
PrivacyRequired
Tags
Note
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Customer IdRequired
Name
Email
Title
Phone
Company
VAT Number
CurrencyRequired
OwnerRequired
Website
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
Tags
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChoose the workspaceRequired
Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace in ClientjoyRequired
Field To Search ByRequired
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Lead's Website or Link
Deal Size
Choose Currency for Deal SizeRequired
Conversion Probablity (1-100)
Last Contact Date
Sales Stage in PipelineRequired
Source
Choose Lead OwnerRequired
PrivacyRequired
Tags
Note
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Clientjoy
Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Log new Clientjoy leads in Google Sheets
- Generate folders in Google Drive when new customers are added to Clientjoy
- Post messages in Slack when new leads are added to Clientjoy
- Create ClickUp folders for new Clientjoy customers
- Create Clientjoy leads from new Calendly invitees
- Create new Clientjoy leads from GetResponse contacts effortlessly
- Create tasks in ClickUp when lead stages are updated in Clientjoy
- Create Clientjoy leads for new confirmed appointments in CatchApp Bookings
- Create Clientjoy leads from new Google Forms submissions
- Create Clientjoy proposals for new Clientjoy leads
- Add new Clientjoy leads as Mailchimp subscribers
- Add new Clientjoy leads to Convertkit sequences
- Create Trello cards for new Clientjoy customers
- Send new Clientjoy customers Handwrytten cards
- Create projects and task lists in Nifty from new Clientjoy customers
- Add new Clientjoy leads to Mailshake campaigns
- Add activities for new Clientjoy leads
- Add sales activities for newly changed lead stages in Clientjoy
- Add activities in Clientjoy when new Clientjoy proposals are sent
- Create Clientjoy leads from new TidyCal bookings
- Create leads in Clientjoy from new Acuity Scheduling appointments
- Add new Clientjoy leads to OpenPhone as contacts
- Add new MailerLite subscribers to a group and create Clientjoy leads automatically
- Create Clientjoy leads from new systeme.io opt-ins
- Add new Clientjoy clients as Mailchimp subscribers
- Create Clientjoy activities for new Any.do Personal tasks
- Create Clientjoy leads from new Flodesk subscribers
- Create Clientjoy leads from new Facebook Lead Ads submissions
- Create Clientjoy activities from new Google Tasks
- Create Clientjoy leads from new Landbot activated blocks
- Add new Clientjoy clients to Google Sheets rows automatically
- Create leads in Clientjoy from new Duda form responses
- Create Clientjoy activities for new Typeform entries
- Create Clientjoy clients from new Paperform form submissions
- Create new Clientjoy leads from new Airtable records
- Create Clientjoy leads from new Leadpages form submissions
- Create Clientjoy leads from new Unbounce form submissions
- Create clients in Clientjoy from new entries in Paperless Forms
- Create Clientjoy activities for new Paperless Forms entries
- Create Clientjoy clients from new 123FormBuilder forms
- Create new Clientjoy leads from 123FormBuilder form submissions
- Create Clientjoy activities from new 123FormBuilder forms
- Create new Clientjoy clients from Gravity Forms submissions
- Create clients in Clientjoy from new form submissions in Squarespace
- Create Clientjoy activities for new Squarespace form submissions
- Create Clientjoy leads from new SurveyMonkey responses with answers
- Create new Clientjoy clients from Instapage form submissions
- Create leads in Clientjoy from new form submissions in Instapage
- Create Clientjoy activities for new Formsite form results
- Add new OptinMonster leads to Clientjoy as leads
- Create clients in Clientjoy for new Qualtrics survey responses
- Create new Clientjoy leads from incoming Qualtrics survey responses
- Create new Clientjoy leads from completed involve.me submissions
- Create new Clientjoy clients from completed involve.me submissions
- Create Clientjoy activities for new Qualtrics survey responses
- Create new Clientjoy leads from Klaviyo events in real time
- Create Clientjoy leads from new or updated Zoho CRM contacts
- Create leads in Clientjoy from new Ontraport contacts
- Convert updated companies in Copper to create leads in Clientjoy
- Create Clientjoy leads from new Copper companies
- Create Clientjoy leads from new Clio activities
- Create Clientjoy leads from new Microsoft Dynamics 365 CRM leads
- Turn updated 17hats contacts into Clientjoy leads
- Create new leads in Clientjoy from Kommo app triggers for seamless lead management
- Create leads in Clientjoy for new companies in Kommo
- Create leads in Clientjoy from new contacts in Redtail CRM
- Create leads in Clientjoy for new or updated contacts in Capsule CRM
- Create leads in Clientjoy from new Freshsales Suite contacts
- Create Clientjoy leads from new Mojo activities
- Create leads in Clientjoy from new contacts in Teamleader Focus
- Create Clientjoy leads from new Credit Repair Cloud clients
- Create new Clientjoy leads from new Hunter leads
- Create new Clientjoy clients from new Jotform submissions
- Create leads in Clientjoy from new contacts in UpLead
- Create new Clientjoy leads from new Jotform submissions
- Create draft emails in Microsoft Outlook when new clients are added in Clientjoy
- Add new Clientjoy clients as customers in Wave
- Create new clients in Clientjoy from new customers in Wave
- Create new UserSketch events when new leads are added in Clientjoy
- Generate new Clientjoy leads from new lemlist activities
- Create spreadsheet rows in Google Sheets for new invoices from Clientjoy
- Create leads in Clientjoy from new deals in Pipedrive
- Create new leads in Clientjoy from new bookings in YouCanBook.Me
- Create new monday.com items when invoices are paid in Clientjoy
- Create new Clientjoy leads from new Gravity Forms submissions
- Update items in monday.com when lead stages change in Clientjoy
- Update Flodesk subscribers when new leads are added in Clientjoy
- Create Google Drive folders when new Clientjoy proposals are accepted
- Create new Clientjoy leads from new Zagomail subscribers
- Create new Clientjoy clients from newly created thenty users
- Create new Clientjoy leads from new VideoAsk responses
- Update leads in Clientjoy when new bookings occur in TidyCal
- Create new Clientjoy leads from new Instantly events
- Create leads in Clientjoy when tasks change in ClickUp
- Create new Clientjoy clients from new Formaloo response rows
- Create new Clientjoy leads from new Formaloo responses (rows)
- Track Google Ads new lead form entries by creating leads in Clientjoy
- Create leads in Clientjoy from new SendFox contacts
- Create tasks in ClickUp for every new lead added in Clientjoy
Related Zap Templates
- Log new Clientjoy leads in Google Sheets
- Create ClickUp folders for new Clientjoy customers
- Create tasks in ClickUp when lead stages are updated in Clientjoy
- Create Clientjoy proposals for new Clientjoy leads
- Create Trello cards for new Clientjoy customers
- Add new Clientjoy leads to Mailshake campaigns
- Add activities in Clientjoy when new Clientjoy proposals are sent
- Add new Clientjoy leads to OpenPhone as contacts
- Add new Clientjoy clients as Mailchimp subscribers
- Create Clientjoy leads from new Facebook Lead Ads submissions
- Add new Clientjoy clients to Google Sheets rows automatically
- Create Clientjoy clients from new Paperform form submissions
- Create Clientjoy leads from new Unbounce form submissions
- Create Clientjoy clients from new 123FormBuilder forms
- Create new Clientjoy clients from Gravity Forms submissions
- Create Clientjoy leads from new SurveyMonkey responses with answers
- Create Clientjoy activities for new Formsite form results
- Create new Clientjoy leads from incoming Qualtrics survey responses
- Create Clientjoy activities for new Qualtrics survey responses
- Create leads in Clientjoy from new Ontraport contacts
- Create Clientjoy leads from new Clio activities
- Create new leads in Clientjoy from Kommo app triggers for seamless lead management
- Create leads in Clientjoy for new or updated contacts in Capsule CRM
- Create leads in Clientjoy from new contacts in Teamleader Focus
- Create new Clientjoy clients from new Jotform submissions
- Create draft emails in Microsoft Outlook when new clients are added in Clientjoy
- Create new UserSketch events when new leads are added in Clientjoy
- Create leads in Clientjoy from new deals in Pipedrive
- Create new Clientjoy leads from new Gravity Forms submissions
- Create Google Drive folders when new Clientjoy proposals are accepted
- Create new Clientjoy leads from new VideoAsk responses
- Create leads in Clientjoy when tasks change in ClickUp
- Track Google Ads new lead form entries by creating leads in Clientjoy
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- Generate folders in Google Drive when new customers are added to Clientjoy
- Create Clientjoy leads from new Calendly invitees
- Create Clientjoy leads for new confirmed appointments in CatchApp Bookings
- Add new Clientjoy leads as Mailchimp subscribers
- Send new Clientjoy customers Handwrytten cards
- Add activities for new Clientjoy leads
- Create Clientjoy leads from new TidyCal bookings
- Add new MailerLite subscribers to a group and create Clientjoy leads automatically
- Create Clientjoy activities for new Any.do Personal tasks
- Create Clientjoy activities from new Google Tasks
- Create leads in Clientjoy from new Duda form responses
- Create new Clientjoy leads from new Airtable records
- Create clients in Clientjoy from new entries in Paperless Forms
- Create new Clientjoy leads from 123FormBuilder form submissions
- Create clients in Clientjoy from new form submissions in Squarespace
- Create new Clientjoy clients from Instapage form submissions
- Add new OptinMonster leads to Clientjoy as leads
- Create new Clientjoy leads from completed involve.me submissions
- Create new Clientjoy leads from Klaviyo events in real time
- Convert updated companies in Copper to create leads in Clientjoy
- Create Clientjoy leads from new Microsoft Dynamics 365 CRM leads
- Create leads in Clientjoy for new companies in Kommo
- Create leads in Clientjoy from new Freshsales Suite contacts
- Create Clientjoy leads from new Credit Repair Cloud clients
- Create leads in Clientjoy from new contacts in UpLead
- Add new Clientjoy clients as customers in Wave
- Generate new Clientjoy leads from new lemlist activities
- Create new leads in Clientjoy from new bookings in YouCanBook.Me
- Update items in monday.com when lead stages change in Clientjoy
- Create new Clientjoy leads from new Zagomail subscribers
- Update leads in Clientjoy when new bookings occur in TidyCal
- Create new Clientjoy clients from new Formaloo response rows
- Create leads in Clientjoy from new SendFox contacts
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- Post messages in Slack when new leads are added to Clientjoy
- Create new Clientjoy leads from GetResponse contacts effortlessly
- Create Clientjoy leads from new Google Forms submissions
- Add new Clientjoy leads to Convertkit sequences
- Create projects and task lists in Nifty from new Clientjoy customers
- Add sales activities for newly changed lead stages in Clientjoy
- Create leads in Clientjoy from new Acuity Scheduling appointments
- Create Clientjoy leads from new systeme.io opt-ins
- Create Clientjoy leads from new Flodesk subscribers
- Create Clientjoy leads from new Landbot activated blocks
- Create Clientjoy activities for new Typeform entries
- Create Clientjoy leads from new Leadpages form submissions
- Create Clientjoy activities for new Paperless Forms entries
- Create Clientjoy activities from new 123FormBuilder forms
- Create Clientjoy activities for new Squarespace form submissions
- Create leads in Clientjoy from new form submissions in Instapage
- Create clients in Clientjoy for new Qualtrics survey responses
- Create new Clientjoy clients from completed involve.me submissions
- Create Clientjoy leads from new or updated Zoho CRM contacts
- Create Clientjoy leads from new Copper companies
- Turn updated 17hats contacts into Clientjoy leads
- Create leads in Clientjoy from new contacts in Redtail CRM
- Create Clientjoy leads from new Mojo activities
- Create new Clientjoy leads from new Hunter leads
- Create new Clientjoy leads from new Jotform submissions
- Create new clients in Clientjoy from new customers in Wave
- Create spreadsheet rows in Google Sheets for new invoices from Clientjoy
- Create new monday.com items when invoices are paid in Clientjoy
- Update Flodesk subscribers when new leads are added in Clientjoy
- Create new Clientjoy clients from newly created thenty users
- Create new Clientjoy leads from new Instantly events
- Create new Clientjoy leads from new Formaloo responses (rows)
- Create tasks in ClickUp for every new lead added in Clientjoy