Ignition + LeadConnector
Create new Ignition clients when pipeline stages change in LeadConnector
"Ensure seamless updates between LeadConnector and Ignition with this efficient workflow. Whenever a stage change occurs for a lead in LeadConnector, this process is immediately mirrored in your Ignition app's pipeline stage. Avoid the hassle of manual updates and potential of overlooked leads, while ensuring a streamlined client data management."
"Ensure seamless updates between LeadConnector and Ignition with this efficient workflow. Whenever a stage change occurs for a lead in LeadConnector, this process is immediately mirrored in your Ignition app's pipeline stage. Avoid the hassle of manual updates and potential of overlooked leads, while ensuring a streamlined client data management."
- 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
Proposal Accepted
Triggers when a proposal is accepted.
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
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try It
