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LeadConnector + Salestrekker

LeadConnector + Salestrekker

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.

  1. When this happens...
    Pipeline Stage Changed
    Pipeline Stage Changed
    Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
  2. automatically do this!
    Create New Deal
    Create New Deal
    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 Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
    • Organization
      Required
    Trigger
    Instant
    Try It
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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salestrekker logo
About Salestrekker
Salestrekker is CRM software for finance professionals.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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