CRM Web App + LeadConnector
Create new CRM Web App clients when lead stages change in LeadConnector
Improve your efficiency with this smart workflow. When there's a shift in your sales pipeline stage on LeadConnector, a corresponding change is initiated in the CRM Web App. This process ensures seamless and accurate sales progress tracking, eradicating the need for repetitive manual entries, and maintaining an updated sales pipeline in the CRM Web App. Experience a well-organized and comprehensive sales tracking system without added hassles.
Improve your efficiency with this smart workflow. When there's a shift in your sales pipeline stage on LeadConnector, a corresponding change is initiated in the CRM Web App. This process ensures seamless and accurate sales progress tracking, eradicating the need for repetitive manual entries, and maintaining an updated sales pipeline in the CRM Web App. Experience a well-organized and comprehensive sales tracking system without added hassles.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Adds a new client into the program
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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
New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
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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
Campaign 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
New Client
Triggers when a new client is added or when an existing client is assigned as a client.
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