LeadConnector + PT Distinction
Update PT Distinction clients when pipeline stages change in LeadConnector
Smoothly manage your leads by keeping your data updated across platforms. When a lead changes stages within LeadConnector, the customers' 'Print Only' status will instantly reflect this shift on PT Distinction. It's a time-saving solution, perfect for businesses striving for precision in their lead management operations.
Smoothly manage your leads by keeping your data updated across platforms. When a lead changes stages within LeadConnector, the customers' 'Print Only' status will instantly reflect this shift on PT Distinction. It's a time-saving solution, perfect for businesses striving for precision in their lead management operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Put Client Print Only
Sets the chosen client's account to print only.
- Free forever for core features
- 14 day trial for premium features & apps
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
Client Added
Triggers when a new client is added.
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
Client Added to Group
Triggers when a client is added to a group.
Try It
