Digital Practice + LeadConnector
Create leads in Digital Practice from new pipeline stage changes in LeadConnector
Set up this Zap to stay responsive to lead updates, with no manual updates needed. Once active, this Zap automatically creates a new Digital Practice lead whenever a new pipeline stage changes in LeadConnector.
Set up this Zap to stay responsive to lead updates, with no manual updates needed. Once active, this Zap automatically creates a new Digital Practice lead whenever a new pipeline stage changes in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Create a new lead on Digital Practice CRM App with data provided
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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
Fetch Account List
Triggers when a new account is created on Digital Practice.
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
Fetch Client List
Triggers when a new client is created on Digital Practice.
Try It
