IRIS KashFlow + LeadConnector
Update and create customers in IRIS KashFlow when pipeline stages change in LeadConnector
When a lead changes stages in LeadConnector, this workflow instantly updates or creates a new customer profile in your IRIS KashFlow account. By connecting LeadConnector and IRIS KashFlow, this enhances your sales process by ensuring all customer information is up-to-date and easily accessible for all team members, eliminating manual data entry tasks while improving your customer relation management efficiency.
When a lead changes stages in LeadConnector, this workflow instantly updates or creates a new customer profile in your IRIS KashFlow account. By connecting LeadConnector and IRIS KashFlow, this enhances your sales process by ensuring all customer information is up-to-date and easily accessible for all team members, eliminating manual data entry tasks while improving your customer relation management efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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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
How should existing Customer in KashFlow be matched ?Required
Name
Code
Email
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
Invoice number/Customer ReferenceRequired
Try It
