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LeadConnector + Salestrekker

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.

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...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    SalestrekkerSalestrekker
    Create New Deal

    Creates a new Deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • 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 LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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salestrekker logo
salestrekker logo

About Salestrekker

Salestrekker is CRM software for finance professionals.

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