Fergus + LeadConnector
Create new Fergus customers when pipeline stages change in LeadConnector
Ensure seamless alignment between your LeadConnector and Fergus apps with this efficient workflow. As soon as a pipeline stage changes in LeadConnector, the same modification is mirrored in Fergus. This automatic alignment enhances your client management by maintaining a smooth, coordinated progression across both platforms.
Ensure seamless alignment between your LeadConnector and Fergus apps with this efficient workflow. As soon as a pipeline stage changes in LeadConnector, the same modification is mirrored in Fergus. This automatic alignment enhances your client management by maintaining a smooth, coordinated progression across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer.
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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
Page Size
Quote Status Filter
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
Page Size
Try It
