LeadConnector + Projul
LeadConnector + Projul
Create new leads in Projul when pipeline stages change in LeadConnector
Stay ahead of your sales pipeline with this seamless process. Whenever a stage changes in LeadConnector, a new lead is immediately created in Projul. This streamlined workflow not only ensures that valuable leads are captured instantly, but it also reduces administrative tasks, allowing your team to focus on nurturing relationships and closing deals. Boost efficiency and effectiveness in your sales process with this simple automation.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
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More things you can do with LeadConnector and Projul
Discover other triggers and actions you can use with LeadConnector and Projul
- In Pipeline
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- Select Pipeline
- Select Stage
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Updated
Triggers when a client record changes in Projul: renamed, re-addressed, or given a new contact detail by a matched lead. Unarchiving a client fires this too.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Estimate Accepted
Triggers when a client accepts an estimate. Acceptance happens in the Projul app or on the client's portal link and can never be done through an integration, so this is how an automation learns a job was won. Map "Estimate value" for the amount.
Try ItTriggerInstant
