Kartra + LeadConnector
Update and subscribe leads to sequence in Kartra when pipeline stages change in LeadConnector
Automate your sales process with this efficient workflow that connects LeadConnector and Kartra. Whenever the stage of a lead changes in LeadConnector, this automation promptly subscribes the lead to a sequence in Kartra. It helps streamline your lead management, ensuring no prospect falls through the cracks while optimizing your time and effort.
Automate your sales process with this efficient workflow that connects LeadConnector and Kartra. Whenever the stage of a lead changes in LeadConnector, this automation promptly subscribes the lead to a sequence in Kartra. It helps streamline your lead management, ensuring no prospect falls through the cracks while optimizing your time and effort.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Subscribe Lead to Sequence
Subscribe a lead to a sequence at a particular step 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
ProductsRequired
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
Tag CategoriesRequired
TagsRequired
Try It
