Kartra + LeadConnector
Create new leads in Kartra when pipeline stages change in LeadConnector
Make sure nothing slips through the cracks in your sales process with this workflow. When stages are updated within LeadConnector, it will generate brand new leads in Kartra. This automation saves time, streamlines your lead management and helps keep track of your sales pipeline progress.
Make sure nothing slips through the cracks in your sales process with this workflow. When stages are updated within LeadConnector, it will generate brand new leads in Kartra. This automation saves time, streamlines your lead management and helps keep track of your sales pipeline progress.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Lead
Creates a new lead in your Kartra account.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
ProductsRequired
Try It
About Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.