LeadConnector + Uscreen
Assign user access in Uscreen when pipeline stages change in LeadConnector
Boost your efficiency by assigning user access swiftly in the Uscreen app when the stage changes for a lead in LeadConnector. This seamless workflow ensures your team can respond promptly and effectively, enhancing user management and productivity. Perfect for businesses looking to streamline their lead handling operations with integrated software solutions.
Boost your efficiency by assigning user access swiftly in the Uscreen app when the stage changes for a lead in LeadConnector. This seamless workflow ensures your team can respond promptly and effectively, enhancing user management and productivity. Perfect for businesses looking to streamline their lead handling operations with integrated software solutions.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Assign User Access
Assigns a bundle or subscription to a customer. Creates a new customer if one doesn't exist.
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- 14 day trial for premium features & apps
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
Paid Order
Triggers when a payment is processed for subscriptions, bundles, or content.
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
Canceled Subscription
Triggers when a subscription is canceled for a user.
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