LeadConnector + ProvenExpert
Send ProvenExpert survey invitations via email when LeadConnector pipeline stages change
Boost your customer engagement by promptly sending out survey invitations as soon as your lead progresses in the sales pipeline. With this workflow, once a stage change is registered in the LeadConnector, it initiates a process in ProvenExpert to swiftly dispatch a survey invitation via email. This not only ensures a quick response time but also enhances your customer interaction management approach.
Boost your customer engagement by promptly sending out survey invitations as soon as your lead progresses in the sales pipeline. With this workflow, once a stage change is registered in the LeadConnector, it initiates a process in ProvenExpert to swiftly dispatch a survey invitation via email. This not only ensures a quick response time but also enhances your customer interaction management approach.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Survey Invitation via Email
Send a survey invitation via email with ProvenExpert system.
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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
Survey Code
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
Survey CodeRequired
EmailRequired
Name
