LeadConnector + SumoQuote
Create projects in SumoQuote when pipeline stages change in LeadConnector
Streamline your project management with this workflow. When a lead reaches a certain stage in the LeadConnector sales pipeline, it naturally progresses into a new project in SumoQuote. This automation seamlessly links the progression of your leads with the creation of projects, ensuring a smooth transition and saving you time on manual data entry. Discover the convenience of an integrated system where your sales cycle informs project initiations.
Streamline your project management with this workflow. When a lead reaches a certain stage in the LeadConnector sales pipeline, it naturally progresses into a new project in SumoQuote. This automation seamlessly links the progression of your leads with the creation of projects, ensuring a smooth transition and saving you time on manual data entry. Discover the convenience of an integrated system where your sales cycle informs project initiations.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project
Creates a new SumoQuote Project
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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
Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
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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
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
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