LeadConnector + PT Distinction
Add new clients in PT Distinction when pipeline stages change in LeadConnector
Streamline your client management process with this workflow. When a pipeline stage changes in LeadConnector, it instantaneously adds a new client in PT Distinction. This seamless integration not only enhances your efficiency but also keeps your client data updated across both platforms. Stay on top of your client management and focus more on delivering quality service.
Streamline your client management process with this workflow. When a pipeline stage changes in LeadConnector, it instantaneously adds a new client in PT Distinction. This seamless integration not only enhances your efficiency but also keeps your client data updated across both platforms. Stay on top of your client management and focus more on delivering quality service.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Client
Adds a new client. If a client with this email address has already been added it does nothing new.
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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
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
CampaignRequired
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.
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