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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.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    Digital PracticeDigital Practice
    Create Lead

    Create a new lead on Digital Practice CRM App with data provided

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • 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 LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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 LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
    • CampaignRequired

    • 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 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

    Action
    Write
  • Digital Practice triggers, actions, and search

    Fetch Account List

    Triggers when a new account is created on Digital Practice.

    Trigger
    Scheduled
    Try It
digital-practice logo
digital-practice logo

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.
Help

Related categories

  • CRM (Customer Relationship Management)

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leadconnector logo

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