Encircle + LeadConnector
Encircle + LeadConnector
Encircle + LeadConnector integrations
Create property claims in Encircle when pipeline stages change in LeadConnector
Keep a steady and streamlined flow of data between LeadConnector and Encircle with this helpful workflow. When the stage of your lead changes in LeadConnector, this process takes over to promptly establish a new property claim in Encircle, ensuring a swift response to potential client circumstances. Harness this automation to simplify your work and boost your productivity.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Property ClaimCreates a new Property Claim.
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More things you can do with LeadConnector and Encircle
Discover other triggers and actions you can use with LeadConnector and Encircle
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Property Claim
Triggers when a new Property Claim is created.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
Try ItTriggerInstant
About Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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