LeadConnector + TaxDome
Create new TaxDome accounts when LeadConnector pipeline stages change
Streamline your account setup process with this efficient workflow. When there's a change in your lead's stage in LeadConnector, this change is instantly mirrored in TaxDome. It eliminates the need for manual intervention by helping you match your TaxDome records with the updated lead status in LeadConnector. A perfect solution for maintaining accurate and up-to-date account information.
Streamline your account setup process with this efficient workflow. When there's a change in your lead's stage in LeadConnector, this change is instantly mirrored in TaxDome. It eliminates the need for manual intervention by helping you match your TaxDome records with the updated lead status in LeadConnector. A perfect solution for maintaining accurate and up-to-date account information.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Account
Creates an Account in TaxDome
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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
Delete Account
Triggers when an account is deleted
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
Deleted Contact
Triggers when a contact is deleted.
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