LeadConnector + The Customer Factor
Create new prospects in The Customer Factor when pipeline stages change in LeadConnector
Stay updated on your sales process with this efficient workflow. When a stage in your sales pipeline changes within LeadConnector, it generates a new prospect in The Customer Factor, ensuring your customer database is continually refreshed. This automatic process saves you time and maintains accuracy, making your sales funnel management effortless.
Stay updated on your sales process with this efficient workflow. When a stage in your sales pipeline changes within LeadConnector, it generates a new prospect in The Customer Factor, ensuring your customer database is continually refreshed. This automatic process saves you time and maintains accuracy, making your sales funnel management effortless.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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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
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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
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
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try It
