LeadConnector + SmartMatchApp
Create new clients in SmartMatchApp when stages change in LeadConnector
Keep your lead management in perfect sync with this efficient workflow. When a change occurs in a lead's pipeline stage within the LeadConnector app, the SmartMatchApp mirrors this adjustment promptly. This seamless coordination ensures both systems remain updated, optimizing your response times. Experience smoother and more efficient management of your leads and clients with this workflow.
Keep your lead management in perfect sync with this efficient workflow. When a change occurs in a lead's pipeline stage within the LeadConnector app, the SmartMatchApp mirrors this adjustment promptly. This seamless coordination ensures both systems remain updated, optimizing your response times. Experience smoother and more efficient management of your leads and clients with this workflow.
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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
ObjectRequired
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
Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
