K Factors + clieent.com Integrations
How to connect K Factors + clieent.com
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Fetch All Stakeholder
That triggers works whenever you have new Stakeholder registered on your clieent.com account.
Try ItFlow step targetRequired
That Flow Step where the opportunity will be created.
Opportunity Name (Lead name)Required
That is the opportunity name
Opportunity e-mail
The lead email to get in touch
Opportunity Whatsapp number
Widget idRequired
From date
To date
Fetch All Reminders
That triggers works whenever you have new Reminder registered on your clieent.com account.
Try ItTypeRequired
Type of Stakeholder Person (insert PF) or Company (insert PJ)
NameRequired
Mobile Phone
E-mail
Flow Step to create the oppotunity cardRequired
That Flow Step where the opportunity will be created.
LinkedIn Profile URL
How K Factors + clieent.com Integrations Work
- Step 1: Authenticate K Factors and clieent.com.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About clieent.com
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