LeadConnector + NMI Merchant Central
LeadConnector + NMI Merchant Central
LeadConnector + NMI Merchant Central integrations
Create new leads in NMI Merchant Central when pipeline stages change in LeadConnector
Manage your leads efficiently as you shift through different pipeline stages in LeadConnector. This workflow ensures a seamless, organized transfer of your prospects with each progress step by directly creating a new lead in NMI Merchant Central. It simplifies the process, saving your time and effort for focusing more on strengthening your customer relationships.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New LeadCreate a new lead.
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More things you can do with LeadConnector and NMI Merchant Central
Discover other triggers and actions you can use with LeadConnector and NMI Merchant Central
- 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- Info
- Current StatusRequired
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- Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerInstant
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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About NMI Merchant Central
NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to onboarding, reporting & support- in one unified platform
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