LeadConnector + PostGrid Print & Mail
Create letters in PostGrid Print & Mail when pipeline stages are updated in LeadConnector
Boost your efficiency with this workflow that springs into action as soon as there's a pipeline stage change in LeadConnector. It instantly crafts a letter in PostGrid Print & Mail, offering a seamless connection between your CRM and direct mail efforts. Forget manual entries and save valuable time, so you can focus on nurturing those leads.
Boost your efficiency with this workflow that springs into action as soon as there's a pipeline stage change in LeadConnector. It instantly crafts a letter in PostGrid Print & Mail, offering a seamless connection between your CRM and direct mail efforts. Forget manual entries and save valuable time, so you can focus on nurturing those leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Letter
Creates a Letter.
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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
New Cheque
Triggers when a new cheque is created.
Try It
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
Workflow IDRequired
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
New Letter
Triggers when a new letter is created.
Try It
