LeadConnector + Simpro
Create new Simpro contacts when pipeline stages are updated in LeadConnector
Easily manage your sales pipeline and contacts in one seamless workflow. When a lead progresses to a new stage in LeadConnector, this workflow will promptly create a new contact in your Simpro account. This automation saves you time on manual data entry and ensures your sales and contact information is always up-to-date across both platforms.
Easily manage your sales pipeline and contacts in one seamless workflow. When a lead progresses to a new stage in LeadConnector, this workflow will promptly create a new contact in your Simpro account. This automation saves you time on manual data entry and ensures your sales and contact information is always up-to-date across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Contact
Creates a new contact.
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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
New Company Customer
Triggers when a company customer is created.
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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
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)
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
Company Customer Updated
Triggers when a company customer is updated.
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