LeadConnector + WIZniche
Create new WIZniche customers when LeadConnector pipeline stages are updated
Keep your customer database updated effortlessly with this seamless connection between LeadConnector and WIZniche. When a lead advances in the Pipeline Stage within LeadConnector, a new customer is instantly created in your WIZniche platform, ensuring immediate and accurate data update. This workflow gives you the swift data handoff you need for quick customer management.
Keep your customer database updated effortlessly with this seamless connection between LeadConnector and WIZniche. When a lead advances in the Pipeline Stage within LeadConnector, a new customer is instantly created in your WIZniche platform, ensuring immediate and accurate data update. This workflow gives you the swift data handoff you need for quick customer management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a new customer
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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
Email
Service Name
Date
First Name
Last Name
Customer Type
Street
Unit
City
Zipcode
State
Phone Number
Year Built
Foundation Type
Basement Type
Floor Plan
Building Type
Facility
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
Email
First Name
Last Name
Phone Number
Street
Unit
City
State
Zipcode
Customer Type
