ISN + LeadConnector
Create new ISN clients when stages update in LeadConnector
Streamline your customer management process by linking LeadConnector with ISN. With this workflow, whenever a lead's pipeline stage is updated in LeadConnector, a new client will be created instantly in ISN. This efficient automation ensures proper follow-up and allows you to focus your efforts on relationship building and service delivery.
Streamline your customer management process by linking LeadConnector with ISN. With this workflow, whenever a lead's pipeline stage is updated in LeadConnector, a new client will be created instantly in ISN. This efficient automation ensures proper follow-up and allows you to focus your efforts on relationship building and service delivery.
- 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
Agent Updated
Triggers when an agent has been updated.
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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
Client Updated
Triggers when a client has been updated.
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