LeadConnector + Simpro
Update Simpro customers when pipeline stages change in LeadConnector
Improve your customer management process efficiently with this automation. When a pipeline stage is altered in LeadConnector, it prompts the creation of a new company customer in Simpro. This workflow not only simplifies the transfer of important lead data, but also helps to maintain accurate and up-to-date customer records for better overall business operations.
Improve your customer management process efficiently with this automation. When a pipeline stage is altered in LeadConnector, it prompts the creation of a new company customer in Simpro. This workflow not only simplifies the transfer of important lead data, but also helps to maintain accurate and up-to-date customer records for better overall business operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Company Customer
Creates a new company 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
Campaign 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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