Financial Cents + LeadConnector
Create new clients in Financial Cents when pipeline stages change in LeadConnector
Stay on top of your leads with this seamless workflow. When a lead's pipeline stage changes in LeadConnector, it prompts the creation of a new client in Financial Cents. This way, your customer records in Financial Cents always reflect the freshest data from LeadConnector, ensuring up-to-date information for your financial management. Enhance your productivity and never miss out on an opportunity again.
Stay on top of your leads with this seamless workflow. When a lead's pipeline stage changes in LeadConnector, it prompts the creation of a new client in Financial Cents. This way, your customer records in Financial Cents always reflect the freshest data from LeadConnector, ensuring up-to-date information for your financial management. Enhance your productivity and never miss out on an opportunity again.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a client in Financial Cents.
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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 Client
Triggers when a new client is created.
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
New Contact
Triggers when a new contact is created.
Try It
