LeadConnector + WeStrive
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Client
Creates a Client in the system
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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
Client Subscribed
Triggers when a client joins a subscription.
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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
Subscription Canceled
Triggers when a client subscription is canceled.
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