LeadConnector + Simplero
Update contacts in Simplero when pipeline stages change in LeadConnector
Manage your sales pipeline effectively with this easy-to-use workflow. As soon as there's an alteration in your LeadConnector pipeline stage, it propels an update in Simplero, ensuring all client data remains accurate and up-to-date. By streamlining your sales process and reducing time spent on client management, this setup ensures strategic organization of your client relationships.
Manage your sales pipeline effectively with this easy-to-use workflow. As soon as there's an alteration in your LeadConnector pipeline stage, it propels an update in Simplero, ensuring all client data remains accurate and up-to-date. By streamlining your sales process and reducing time spent on client management, this setup ensures strategic organization of your client relationships.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Add a new contact or optionally update the information about a contact in Simplero.
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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
Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
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 Purchase
Will be fired whenever a new purchase is made in Simplero.
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