Skip to content
Log inSign up
Financial Cents logoFinancial Cents logo
LeadConnector logoLeadConnector logo
Financial Cents logoFinancial Cents logo
LeadConnector logoLeadConnector logo

Financial Cents + LeadConnector

Financial Cents + LeadConnector

Financial Cents + LeadConnector integrations

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.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a client in Financial Cents.
    ActionWrite
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with LeadConnector and Financial Cents

Discover other triggers and actions you can use with LeadConnector and Financial Cents

    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • Financial Cents triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
  • Financial Cents triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
financial-cents logo
financial-cents logo
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
HelpHelp
Related categories
Project Management
leadconnector logo
leadconnector logo
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreLearn moreHelpHelp
Related categories
Marketing Automation
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier