Cling + LeadConnector
"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.
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.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client
- Free forever for core features
- 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
Document Accepted
Triggers when a document changes status to accepted.
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
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try It
