LeadConnector + Simpro
Update individual customers in Simpro when pipeline stages change in LeadConnector
Transform your sales process with this streamlined workflow. Whenever there's a change in the pipeline stage within LeadConnector, an individual customer will be created in the Simpro app instantly. This automation not only saves time but ensures that no lead slips through the cracks, making your customer management process efficient and effective. Harness the power of real-time data exchange between LeadConnector and Simpro to fuel your business growth.
Transform your sales process with this streamlined workflow. Whenever there's a change in the pipeline stage within LeadConnector, an individual customer will be created in the Simpro app instantly. This automation not only saves time but ensures that no lead slips through the cracks, making your customer management process efficient and effective. Harness the power of real-time data exchange between LeadConnector and Simpro to fuel your business growth.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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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
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
Company Customer Updated
Triggers when a company customer is updated.
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