How to connect Plumsail Documents + LeadSimple
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Triggers when a new call is completed.Try ItTriggerInstant
Lead Changes Stage
Triggers when a lead changes stages.Try ItTriggerInstant
Triggers when a new lead is created.Try ItTriggerInstant
Lead Changes Pipeline
Triggers when a lead changes pipelines.Try ItTriggerInstant
Lead Changes Tags
Triggers when a lead's tags change.Try ItTriggerInstant
Lead Opens Email
Triggers when a lead opens email.Try ItTriggerInstant
How Plumsail Documents + LeadSimple Integrations Work
- Step 1: Authenticate Plumsail Documents and LeadSimple.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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