LeadConnector + PEP Cloud
Create or update PEP Cloud clients when pipeline stages change in LeadConnector
This workflow springs into action when there's a shift in your lead's status in LeadConnector. In response, it either creates a new client or updates the existing client's data in PEP Cloud. This streamlined process saves you from the manual data entry tasks, helping you keep track of leads and clients with ease and efficiency. Improve your client management by keeping your PEP Cloud up-to-date with every lead pipeline change in LeadConnector.
This workflow springs into action when there's a shift in your lead's status in LeadConnector. In response, it either creates a new client or updates the existing client's data in PEP Cloud. This streamlined process saves you from the manual data entry tasks, helping you keep track of leads and clients with ease and efficiency. Improve your client management by keeping your PEP Cloud up-to-date with every lead pipeline change in LeadConnector.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Client Created
Triggers when a new client is created.
Try It
