LeadConnector + Zoho Sign
Send templates in Zoho Sign when pipeline stages change in LeadConnector
Streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it triggers an event to send a pre-defined template in Zoho Sign. This automation helps ensure timely communication, maintaining a seamless flow in your sales cycle. Keep your operations under control without any tedious manual task in the mix.
Streamline your lead management process with this workflow. When a pipeline stage changes in LeadConnector, it triggers an event to send a pre-defined template in Zoho Sign. This automation helps ensure timely communication, maintaining a seamless flow in your sales cycle. Keep your operations under control without any tedious manual task in the mix.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Template
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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
Document Completed
Triggers when a document is completed.
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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
Campaign 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
Document Declined
Triggers when a document is declined
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