LeadConnector + PostGrid Print & Mail

LeadConnector + PostGrid Print & Mail integrations

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.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create LetterCreates a Letter.
ActionWrite

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More things you can do with LeadConnector and PostGrid Print & Mail

Discover other triggers and actions you can use with LeadConnector and PostGrid Print & Mail

- 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
New Cheque
Triggers when a new cheque is created.
Trigger
Polling
Try It
New Postcard
Triggers when a new postcard is created.
Trigger
Polling
Try It

- Description
- First Name
- Last Name
- Company Name
- Job Title
- Email
- Phone Number
- Address Line 1
  Required
- Address Line 2
- City
- Province or State
- Postal or ZIP Code
- Country Code
  Required
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
- Description
- Size
  Required
- Front HTML
- Back HTML
- PDF URL
- Mailing Class
- Send Date
- Metadata
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
New Letter
Triggers when a new letter is created.
Trigger
Polling
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- Description
- Bank Account
  Required
- Cheque Number
- Amount
  Required
- Memo
- Message
- Letter PDF URL
- Letter HTML
- Letter Size
- Currency Code
- Mailing Class
- Send Date
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- HTML
- PDF URL
- Return Envelope
- Envelope
  Required
- Address Placement
- Color
  Required
- Double sided
  Required
- Letter Size
- Extra Service
- Mailing Class
- Perforate First Page
- Send Date
- Description
- Metadata
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.

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