LeadConnector + ZenDirect
Create new ZenDirect contacts when LeadConnector pipeline stages change
Boost your business operations with this seamless workflow between LeadConnector and ZenDirect. Each time a lead progresses to a new stage in LeadConnector, it triggers a fresh contact creation in ZenDirect. This streamlines your operations, helps maintain an accurate customer database and enhances the efficiency of tracking potential clients.
Boost your business operations with this seamless workflow between LeadConnector and ZenDirect. Each time a lead progresses to a new stage in LeadConnector, it triggers a fresh contact creation in ZenDirect. This streamlines your operations, helps maintain an accurate customer database and enhances the efficiency of tracking potential clients.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create New Contact
Creates a new Contact in your ZenDirect Address Book
- Free forever for core features
- 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
First NameRequired
Last NameRequired
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
CountryRequired
Company
Title
Street 2
Email
Mobile Phone
Birthdate
Spouse Name
Spouse Birthdate
Anniversary
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Message
Contact Group
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
ZenDirect ProjectsRequired
Ship MethodRequired
ZenDirect Gifts
Scheduled Date
ZenDirect Contact ID
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Title
Recipient Street
Recipient Street 2
Recipient City
Recipient State
Recipient Postal Code
Recipient Country
Recipient Email
Recipient Mobile Phone
Sender First Name
Sender Last Name
Sender Company
Sender Title
Sender Street
Sender Street2
Sender City
Sender State
Sender PostalCode
Sender Country
Custom Variable 1
Custom Variable 2
Custom Variable 3
Custom Variable 4
Custom Variable 5
Custom Variable 6
Custom Variable 7
Custom Variable 8
Custom Variable 9
Custom Variable 10
Message
