LeadConnector + Markate
Create Markate customers when LeadConnector pipeline stages change
Boost your efficiency in managing customers with this streamlined workflow. When a lead shifts stages in LeadConnector, the same modification applies to the corresponding stage in Markate. This eliminates the need for repetitive data entry while ensuring data accuracy across both platforms. Stay focused on expanding your sales and leave the data management to this efficient workflow.
Boost your efficiency in managing customers with this streamlined workflow. When a lead shifts stages in LeadConnector, the same modification applies to the corresponding stage in Markate. This eliminates the need for repetitive data entry while ensuring data accuracy across both platforms. Stay focused on expanding your sales and leave the data management to this efficient workflow.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Create a new customer on Markate
- Free forever for core features
- 14 day trial for premium features & apps
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 Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
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 Customer
Triggers when a new customer is added.
Try It
