LeadConnector + LendingPad
Create new leads/loans in LendingPad when pipeline stages change in LeadConnector
Experience seamless efficiency in your work process with this smart workflow. When your lead stage changes in LeadConnector, it prompts a creation of a new lead or loan in LendingPad. This automation ensures timely updates and allows you to swiftly keep track of your sales pipeline, reducing manual effort and enhancing productivity in your lending operations. Now, stay on top of your sales funnel without unnecessary busywork.
Experience seamless efficiency in your work process with this smart workflow. When your lead stage changes in LeadConnector, it prompts a creation of a new lead or loan in LendingPad. This automation ensures timely updates and allows you to swiftly keep track of your sales pipeline, reducing manual effort and enhancing productivity in your lending operations. Now, stay on top of your sales funnel without unnecessary busywork.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Lead / Loan
Creates a new lead/loan in LendingPad.
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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
Loan Updated
Triggers when loan was updated.
Try It
