LeadConnector + My PT Hub integrations
Invite customers in My PT Hub when pipeline stages change in LeadConnector
Stay on top of your sales process with this streamlined workflow that starts in LeadConnector and ends in the My PT Hub app. When a lead's stage changes in LeadConnector, an invite to your customer will be immediately sent through My PT Hub. This automation ensures seamless sales progression and loads of time saved for you.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Invite CustomerInvites a new customer to your My PT Hub account. If the customer already has an account, they will receive an invitation email. If they are new, they will receive an email to set up their password.
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More things you can do with LeadConnector and My PT Hub
Discover other triggers and actions you can use with LeadConnector and My PT Hub
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Metrics Updated
Triggers when a client add or update metrics.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Check-In Submitted
Triggers when a new check in is submitted.
Try ItTriggerInstant
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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