LeadConnector + PracticePanther Legal Software
Change pipeline stages in LeadConnector and create new contacts in PracticePanther Legal Software
Easily manage your lead progression with this efficient workflow. When a lead advances in the Pipeline inside the LeadConnector app, it prompts the creation of a new contact in the PracticePanther Legal Software app. This streamlined process ensures you can keep track of your leads in your legal software with minimal effort, facilitating better client relationships and improving your sales cycle management.
Easily manage your lead progression with this efficient workflow. When a lead advances in the Pipeline inside the LeadConnector app, it prompts the creation of a new contact in the PracticePanther Legal Software app. This streamlined process ensures you can keep track of your leads in your legal software with minimal effort, facilitating better client relationships and improving your sales cycle management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a contact.
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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
Assigned To
Tag
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 Bank Account
Get Bank Accounts.
Try It
