LeadConnector + PaintScout
Generate quotes in PaintScout when pipeline stages change in LeadConnector
Boost your efficiency with this workflow that helps you instantly create a quote in PaintScout when a lead's pipeline stage changes in LeadConnector. This simple automation saves you precious time and ensures you promptly build quotes the moment your prospects progresses in your pipeline, drastically enhancing your chance of conversion and improving your business processes. It's a seamless way to keep your sales and quoting efforts aligned.
Boost your efficiency with this workflow that helps you instantly create a quote in PaintScout when a lead's pipeline stage changes in LeadConnector. This simple automation saves you precious time and ensures you promptly build quotes the moment your prospects progresses in your pipeline, drastically enhancing your chance of conversion and improving your business processes. It's a seamless way to keep your sales and quoting efforts aligned.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Quote
Creates a Quote
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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
Contact Created
Triggers when a contact is created.
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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
Invoice View
Invoice Display
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