LeadConnector + PEP Cloud
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 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 Won
Triggers when an eBid is won.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client is created.
Try IteBid Lost
Triggers when an eBid is lost.
Try ItFirst Name
Last Name
Company Name
Address1
Address2
City
State
Zipcode
Country
Phone
Fax
Cell
Email
Lead?
Lead Source
Color Dot Color
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
eBid Created
Triggers when an eBid is created.
Try IteBid Won
Triggers when an eBid is won.
Try ItIn 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
