FreshBooks + LeadConnector
Create new FreshBooks clients when lead connector stages change
Keep your client profiles updated in FreshBooks by connecting it with LeadConnector. Each time there's a change in a pipeline stage in LeadConnector, FreshBooks swiftly creates a client profile echoing this transition. This streamlined workflow ensures all updates are noted and your client data stays consistent across platforms, without the need for manual entry. You'll never miss an important change, saving you time and ensuring data accuracy.
Keep your client profiles updated in FreshBooks by connecting it with LeadConnector. Each time there's a change in a pipeline stage in LeadConnector, FreshBooks swiftly creates a client profile echoing this transition. This streamlined workflow ensures all updates are noted and your client data stays consistent across platforms, without the need for manual entry. You'll never miss an important change, saving you time and ensuring data accuracy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a new client.
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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
AccountRequired
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
AccountRequired
Try It
