LeadConnector + The Customer Factor
Create new estimates in The Customer Factor when pipeline stages change in LeadConnector
Improve your sales processes with this handy workflow. When a stage change occurs in your LeadConnector deals, an estimate will be instantly created in The Customer Factor. This automation not only streamlines your estimating but also saves valuable time, letting you focus on clinching those deals.
Improve your sales processes with this handy workflow. When a stage change occurs in your LeadConnector deals, an estimate will be instantly created in The Customer Factor. This automation not only streamlines your estimating but also saves valuable time, letting you focus on clinching those deals.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Estimate
This action will create an estimate 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
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
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try It
