LeadConnector + Open Letter Connect

LeadConnector + Open Letter Connect integrations

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.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Send Professional LetterCreate and mail a professional letter.
ActionWrite

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More things you can do with LeadConnector and Open Letter Connect

Discover other triggers and actions you can use with LeadConnector and Open Letter Connect

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Select Template
  Required
- Select Postage Type
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write
- Select template
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write

- Select Template
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write
- Select template
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Select Campaign
  Required
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write
- Select template
  Required
- Select Postage Type
  Required
- Select Envelope Style
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write
- Select template
  Required
- Select Postage Type
  Required
- Offer Percentage
- Select Envelope Style
  Required
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write
- Select Template
  Required
- Select Postage Type
  Required
- Offer Percentage
- To First Name
- To Last Name
- To Company
- To Email Address
- To Phone no.
- To Address Line 1
  Required
- To Address Line 2
- To City
  Required
- To State
  Required
- To Zip Code
  Required
- 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
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

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About Open Letter Connect

Open Letter Connect allows you to seamlessly print and mail personalized postcards, letters, flyers, and real penned letters on demand.

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