LeadConnector + PTminder
Create new clients in PTminder when pipeline stages change in LeadConnector
Stay on top of your lead management with this workflow. When a lead advances to a different stage in LeadConnector, this will create a new client entry in PTminder. This way, you can maintain accurate, up-to-date client information across platforms, streamlining your sales and client management processes.
Stay on top of your lead management with this workflow. When a lead advances to a different stage in LeadConnector, this will create a new client entry in PTminder. This way, you can maintain accurate, up-to-date client information across platforms, streamlining your sales and client management processes.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a Client in PTminder
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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
Class Created
Triggers when a class booking is created.
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
Class Updated
Triggers when a class booking is updated.
Try It
