LeadConnector + PostGrid Print & Mail
Send new PostGrid Print & Mail postcards when LeadConnector pipeline stages change
Ensure a seamless follow-up process with your leads with this easy automation. When a lead status changes in LeadConnector, a personalised postcard is instantly created and sent through PostGrid Print & Mail. This workflow simplifies your marketing efforts and ensures your leads always stay engaged.
Ensure a seamless follow-up process with your leads with this easy automation. When a lead status changes in LeadConnector, a personalised postcard is instantly created and sent through PostGrid Print & Mail. This workflow simplifies your marketing efforts and ensures your leads always stay engaged.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Postcard
Creates a postcard.
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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.
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