LeadConnector + Moneybird
Change stages in LeadConnector and create new contacts in Moneybird
Keep your sales efforts streamlined and efficient with this workflow. Whenever a pipeline stage changes in LeadConnector, it prompts the creation of a new contact in Moneybird. This saves you valuable time by eliminating repetitive tasks, and ensures that your financial administration stays up-to-date with your sales progress.
Keep your sales efforts streamlined and efficient with this workflow. Whenever a pipeline stage changes in LeadConnector, it prompts the creation of a new contact in Moneybird. This saves you valuable time by eliminating repetitive tasks, and ensures that your financial administration stays up-to-date with your sales progress.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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 Contact
Triggers when a new contact is created.
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 Quote
Triggers when a new quote is created.
Try It
