Dispute Panda + LeadConnector
Update Dispute Panda clients when LeadConnector pipeline stages change
Effortlessly manage your client onboarding process with this seamless workflow between LeadConnector and Dispute Panda. When a pipeline stage changes in LeadConnector, this automation adds a new client in Dispute Panda, simplifying the transition between the two apps and ensuring a smooth experience for your clients. Stay on top of your workload and maintain a well-organized client database with this time-saving solution.
Effortlessly manage your client onboarding process with this seamless workflow between LeadConnector and Dispute Panda. When a pipeline stage changes in LeadConnector, this automation adds a new client in Dispute Panda, simplifying the transition between the two apps and ensuring a smooth experience for your clients. Stay on top of your workload and maintain a well-organized client database with this time-saving solution.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add a Client
Creates a client under your account on Dispute Panda.
- Free forever for core features
- 14 day trial for premium features & apps
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
First NameRequired
Last NameRequired
EmailRequired
Date Of BirthRequired
SSNRequired
Phone NumberRequired
AddressRequired
CityRequired
StateRequired
ZIP CodeRequired
CountryRequired
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
EmailRequired
statusRequired
