LeadConnector + Leap CRM
Create new Leap CRM customers from updated LeadConnector stages
Streamline your sales process with an efficient workflow. This automation activates when a pipeline stage changes within the LeadConnector app, creating a new customer in Leap CRM instantly. It's a convenient way to save time on manual data transfer, ensuring your Leap CRM customer records are always up-to-date with your LeadConnector pipeline stages. This workflow is your key to a more organized and smooth-running customer management system.
Streamline your sales process with an efficient workflow. This automation activates when a pipeline stage changes within the LeadConnector app, creating a new customer in Leap CRM instantly. It's a convenient way to save time on manual data transfer, ensuring your Leap CRM customer records are always up-to-date with your LeadConnector pipeline stages. This workflow is your key to a more organized and smooth-running customer management system.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Create a Customer in jobprogress
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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
New Customer
New Customer from jobprogress
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
New Lead
New Lead from JobProgress
Try It
