Clust + LeadConnector

Clust + LeadConnector integrations

Create new Clust applications when LeadConnector pipeline stages change

Stay on top of your sales pipeline with this efficient workflow. Whenever a lead's stage changes in LeadConnector, it instantly creates a new application in Clust. This lets you easily manage your leads and their progress, saving you time and ensuring you never miss an opportunity. Boost your productivity and streamline your lead management processes with this seamless integration.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create ApplicationCreates an Application
ActionWrite

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More things you can do with LeadConnector and Clust

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

- 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
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Process
- Progress Stage
Trigger
Polling
Try It
- Process
  Required
- Process Items
Trigger
Polling
Try It

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Application ID
  Required
- Role
  Required
- Last name
  Required
- First name
  Required
- Email
  Required
- Phone
- Notify recipient
Action
Write
- Process Name
  Required
- Recipient First Name
  Required
- Recipient Last Name
  Required
- Recipient Email
  Required
- Recipient Phone
- Recipient Company
- Recipient custom info
- Notify recipient
  Required
- Owner Email
- Internal reference
- Tags
Action
Write

- 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
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
  Required
- Process items
Trigger
Polling
Try It
- Process
  Required
- Process Items
  Required
- Task
  Required
Trigger
Polling
Try It
- Process
- Task
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Application Name
  Required
Action
Write
- Application ID
  Required
- Generate files
  Required
- Form field
  Required
- New Value Field
  Required
Action
Write

About Clust

Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Marketing Automation

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