LeadConnector + PEP Cloud

LeadConnector + PEP Cloud integrations

Update LeadConnector contacts when new ebids are won in PEP Cloud

When you secure a bid on PEP Cloud, this workflow ensures your contact information in LeadConnector is kept up-to-date promptly. It streamlines your process of capturing winning bid information and updates contact details in one swift workflow, saving you time and reducing the opportunity for errors. Ideal for those who frequently engage in bids via PEP Cloud and rely on LeadConnector for contact management.

When this happens...
eBid WonTriggers when an eBid is won.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
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
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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 and update opportunities in LeadConnector whenever new ebids are won in PEP Cloud

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

Update LeadConnector contacts when ebids are lost in PEP Cloud