LeadConnector + Salestrekker integrations
Create Salestrekker deals when LeadConnector pipeline stages change
Effortlessly streamline your sales process by connecting LeadConnector with Salestrekker. With this workflow, whenever a pipeline stage changes in LeadConnector, a new deal will be created in Salestrekker, ensuring your sales and CRM platforms remain aligned. Save time and boost efficiency by allowing this integration to manage your deal creation, keeping your focus on closing more sales.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New DealCreates a new Deal.
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More things you can do with LeadConnector and Salestrekker
Discover other triggers and actions you can use with LeadConnector and Salestrekker
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- OrganizationRequired
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- OrganizationRequired
Try ItTriggerInstant
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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Salestrekker is CRM software for finance professionals.
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