LeadConnector + Plecto
Create new Plecto registrations when pipeline stages change in LeadConnector
Boost your efficiency with this swift workflow between LeadConnector and Plecto. Whenever a lead changes stages in LeadConnector, a new registration is instantly created in Plecto. This simplifies your process, enabling you to track your leads with precision and ease. With this integration, you spend less time manually transferring lead data and more time focusing on enhancing your sales strategy.
Boost your efficiency with this swift workflow between LeadConnector and Plecto. Whenever a lead changes stages in LeadConnector, a new registration is instantly created in Plecto. This simplifies your process, enabling you to track your leads with precision and ease. With this integration, you spend less time manually transferring lead data and more time focusing on enhancing your sales strategy.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Registration
Creates a new registration.
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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
Integration NameRequired
User IDRequired
User NameRequired
Data SourceRequired
Date
External IDRequired
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
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
