FieldPulse + LeadConnector
Create FieldPulse customers when pipeline stages change in LeadConnector
Easily streamline your workflow with this integration. When a lead progresses to a new stage in the LeadConnector app, it initiates the creation of a new customer profile in FieldPulse. This process eliminates the manual task of updating details across platforms and ensures you always have the latest customer information at your fingertips within FieldPulse. Improve your productivity and manage your customer relations with ease.
Easily streamline your workflow with this integration. When a lead progresses to a new stage in the LeadConnector app, it initiates the creation of a new customer profile in FieldPulse. This process eliminates the manual task of updating details across platforms and ensures you always have the latest customer information at your fingertips within FieldPulse. Improve your productivity and manage your customer relations with ease.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Trigger when a new customer is added.
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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
New Customer
Trigger when a new customer is added.
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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
StatusRequired
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