LeadConnector + Open Letter Connect
Change stages in LeadConnector and send professional letters with Open Letter Connect
Manage your sales process more efficiently using this workflow. When a lead advances in your Pipeline Stage within the LeadConnector app, it prompts the Open Letter Connect app to generate and send a professional letter. This automation eases the communication process, ensuring a professional response aligns with every significant stage progression in your sales pipeline.
Manage your sales process more efficiently using this workflow. When a lead advances in your Pipeline Stage within the LeadConnector app, it prompts the Open Letter Connect app to generate and send a professional letter. This automation eases the communication process, ensuring a professional response aligns with every significant stage progression in your sales pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Professional Letter
Create and mail a professional letter.
- 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
Select TemplateRequired
Select Postage TypeRequired
Offer Percentage
To First Name
To Last Name
To Company
To Email Address
To Phone no.
To Address Line 1Required
To Address Line 2
To CityRequired
To StateRequired
To Zip CodeRequired
From First Name
From Last Name
From Company
From Email Address
From Phone no.
From Address Line 1
From Address Line 2
From City
From State
From Zip Code
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
Select templateRequired
Offer Percentage
To First Name
To Last Name
To Company
To Email Address
To Phone no.
To Address Line 1Required
To Address Line 2
To CityRequired
To StateRequired
To Zip CodeRequired
From First Name
From Last Name
From Company
From Email Address
From Phone no.
From Address Line 1
From Address Line 2
From City
From Zip Code
