LeadConnector + WeStrive integrations
Change pipeline stages in LeadConnector and add new clients in WeStrive
Easily keep track of progress with your leads using this streamlined process. When the stage of any lead changes in LeadConnector, this automation swiftly adds a new client to your WeStrive platform. Simplify your sales process and save time with this efficient workflow, ensuring you remain updated with every major development in your pipeline.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add ClientCreates a Client in the system
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More things you can do with LeadConnector and WeStrive
Discover other triggers and actions you can use with LeadConnector and WeStrive
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Client Subscribed
Triggers when a client joins a subscription.
Try ItTriggerInstant
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Subscription Canceled
Triggers when a client subscription is canceled.
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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