LeadConnector + Stax
"create new Stax customers when pipeline stages change in LeadConnector"
Elevate your customer management process with this streamlined system. Whenever a change transpires within the pipeline stage in LeadConnector, a similar update happens in the Stax app. This efficient workflow not only saves time but also ensures seamless cohesion between your sales and customer management operations.
Elevate your customer management process with this streamlined system. Whenever a change transpires within the pipeline stage in LeadConnector, a similar update happens in the Stax app. This efficient workflow not only saves time but also ensures seamless cohesion between your sales and customer management operations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new 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
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
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
New Customer
Triggers when a new customer is created.
Try It
