Documentero + LeadConnector
Change pipeline stages in LeadConnector and generate documents, then send as email attachments with Documentero
Experience seamless business operations with this streamlined solution. When the stage of a pipeline changes in LeadConnector, it prompts Documentero to generate a document, which is sent as an email attachment. This not only organizes your document management but also expedites responses and enhances lead follow-up efficiency.
Experience seamless business operations with this streamlined solution. When the stage of a pipeline changes in LeadConnector, it prompts Documentero to generate a document, which is sent as an email attachment. This not only organizes your document management but also expedites responses and enhances lead follow-up efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Generate Document and Send as Email Attachment
Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
- 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
Generate Document
Generate Word, Excel or PDF Document based on Document Template
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
Email CC
Email BCC
Email Subject
Email Message
Email Footer
Email Sender
