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Cling + LeadConnector

Cling + LeadConnector

Cling + LeadConnector integrations

"create new clients in Cling when pipeline stages change in LeadConnector"

Keep your customer relationships organized and eliminate manual data entry. When a lead changes stage within LeadConnector, this workflow instantly sets in motion an automated process in Cling to create a new client. This allows you to stay connected and responsive with your customers while making your sales process more efficient and streamlined.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client
    ActionWrite
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More things you can do with LeadConnector and Cling

Discover other triggers and actions you can use with LeadConnector and Cling

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • Cling triggers, actions, and search
    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
  • Cling triggers, actions, and search
    Document Accepted PDF

    Triggers when a PDF is available after a document was accepted

    Trigger
    Instant
    Try It
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About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
HelpHelp
Related categories
Proposal & Invoice Management
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leadconnector logo
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
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