Content Snare + LeadConnector
Create new clients in Content Snare when pipeline stages change in LeadConnector
Keep your client acquisition efforts streamlined and efficient. With this workflow, a change in pipeline stage in LeadConnector prompts a corresponding change in Content Snare, ensuring seamless coordination between the two platforms. Stay focused on securing new clients, knowing that your data is up-to-date and consistently aligned. This automation takes care of the details, so your team can concentrate on what they do best.
Keep your client acquisition efforts streamlined and efficient. With this workflow, a change in pipeline stage in LeadConnector prompts a corresponding change in Content Snare, ensuring seamless coordination between the two platforms. Stay focused on securing new clients, knowing that your data is up-to-date and consistently aligned. This automation takes care of the details, so your team can concentrate on what they do best.
- 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.
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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
All Fields Completed
Triggers when all fields are completed.
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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
Client Created
Triggers when the client is created.
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