LeadConnector + Salesmate
Create deals in Salesmate when stages in LeadConnector pipeline are updated
Streamline your sales process with this automation. When a pipeline stage changes in LeadConnector, it initiates a deal creation in Salesmate. This workflow enhances efficiency, keeps your sales teams aligned on deals in progress, and helps drive faster sales results.
Streamline your sales process with this automation. When a pipeline stage changes in LeadConnector, it initiates a deal creation in Salesmate. This workflow enhances efficiency, keeps your sales teams aligned on deals in progress, and helps drive faster sales results.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Deal
Creates a new Deal, probably with input from previous steps.
- 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
New User
Triggers when a new user 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
New De-Activated User
Triggers when a user is de-activated.
Try It
