Handwrytten + LeadConnector
Send cards in Handwrytten when pipeline stages change in LeadConnector
Leverage this efficient workflow when a stage change occurs in your Leads within the LeadConnector app, prompting a Send Card action in the Handwrytten app. It's a great way to maintain personalized contact with leads, sending them hand-written cards whenever they move forward in your sales pipeline. Enhance your leads' experience through this smooth, automated process.
Leverage this efficient workflow when a stage change occurs in your Leads within the LeadConnector app, prompting a Send Card action in the Handwrytten app. It's a great way to maintain personalized contact with leads, sending them hand-written cards whenever they move forward in your sales pipeline. Enhance your leads' experience through this smooth, automated process.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Card
Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
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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
Address List
Triggers when Recipient Addresses are needed.
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
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