LeadConnector + PEP Cloud

LeadConnector + PEP Cloud integrations

Create and update opportunities in LeadConnector whenever new ebids are won in PEP Cloud

Winning a bid on PEP Cloud no longer requires manual transfer of data to LeadConnector. With this streamlined workflow, as soon as a bid is won on PEP Cloud, the relevant information will instantly be used to add or update an opportunity in LeadConnector. It's an efficient solution that saves valuable time, eliminates manual data entry errors and streamlines your sales process.

When this happens...
eBid WonTriggers when an eBid is won.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with PEP Cloud and LeadConnector

Discover other triggers and actions you can use with PEP Cloud and LeadConnector

Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
eBid Lost
Triggers when an eBid is lost.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
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

eBid Created
Triggers when an eBid is created.
Trigger
Instant
Try It
eBid Won
Triggers when an eBid is won.
Trigger
Instant
Try It
- 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

About LeadConnector

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

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Related categories

Marketing Automation

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About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

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Related categories

Project Management

Related Zap Templates

Create or update PEP Cloud clients when pipeline stages change in LeadConnector

Update LeadConnector contacts when new ebids are won in PEP Cloud

Update LeadConnector contacts when ebids are lost in PEP Cloud