LeadConnector + Stannp
Create letters in Stannp when pipeline stages change in LeadConnector
Stay on top of your business pipeline with this seamless workflow. When a pipeline stage changes within LeadConnector, it prompts the creation of a letter in Stannp. This setup is perfect for instant communication, ensuring no lead goes unnoticed and every potential client receives a customized letter. Improve your workflow efficiency and breathe easy knowing your contact process is streamlined and handled with precision.
Stay on top of your business pipeline with this seamless workflow. When a pipeline stage changes within LeadConnector, it prompts the creation of a letter in Stannp. This setup is perfect for instant communication, ensuring no lead goes unnoticed and every potential client receives a customized letter. Improve your workflow efficiency and breathe easy knowing your contact process is streamlined and handled with precision.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Letter
Creates a letter which is then printed and dispatched.
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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
GroupRequired
What Do We Do With DuplicatesRequired
How should we match duplicatesRequired
Address Line 1Required
Postal CodeRequired
Title
First Name
Last Name or Full Name
Job Title
Company
Address Line 2
Address Line 3
Town or City
County or State
Country Code
Idempotency Key
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
Group NameRequired
