LeadConnector + pdfFiller
Update stages in LeadConnector and immediately create filled documents in pdfFiller
When the status of a lead changes in LeadConnector, streamline your documentation process in pdfFiller. This workflow instantly generates a filled document using a predefined template, drastically reducing the time spent on manual data entry. Perfect for lead tracking and management, improve efficiency and ensure consistency across your business documentation.
When the status of a lead changes in LeadConnector, streamline your documentation process in pdfFiller. This workflow instantly generates a filled document using a predefined template, drastically reducing the time spent on manual data entry. Perfect for lead tracking and management, improve efficiency and ensure consistency across your business documentation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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- 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
Fill RequestRequired
Download Filled FormRequired
Filled Form Name
Try It
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
Base DocumentRequired
Download Filled DocumentRequired
Filled Document Name
Try It
