IRIS CRM + LeadConnector
IRIS CRM + LeadConnector
IRIS CRM + LeadConnector integrations
Create new leads in IRIS CRM when pipeline stages change in LeadConnector
Manage your leads efficiently as you shift through different pipeline stages in LeadConnector. This workflow ensures a seamless, organized transfer of your prospects with each progress step by directly creating a new lead in IRIS CRM. It simplifies the process, saving your time and effort for focusing more on strengthening your customer relationships.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New LeadCreate a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with LeadConnector and IRIS CRM
Discover other triggers and actions you can use with LeadConnector and IRIS CRM
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Info
- Current StatusRequired
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerInstant
About IRIS CRM
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Related categories
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier