LeadConnector + PEP Cloud
Update LeadConnector contacts when ebids are lost in PEP Cloud
When a bid is lost in PEP Cloud, maintain your leads and opportunities by instantly updating or adding the contact details in LeadConnector. This streamlined workflow ensures a swift response to such events, helping you to engage leads quickly and keep your database up-to-date. Boost your efficiency and effectiveness in managing leads, saving time for other important business matters.
When a bid is lost in PEP Cloud, maintain your leads and opportunities by instantly updating or adding the contact details in LeadConnector. This streamlined workflow ensures a swift response to such events, helping you to engage leads quickly and keep your database up-to-date. Boost your efficiency and effectiveness in managing leads, saving time for other important business matters.
- When this happens...eBid Lost
Triggers when an eBid is lost.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
