Plumsail Documents + LeadCenter.AI Integrations
How to connect Plumsail Documents + LeadCenter.AI
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New LeadTriggers when a new lead is created in LeadCenter.AI.Trigger- New Lead Matching MediumTriggers when a new lead matching selected medium is created in LeadCenter.AI.Trigger
- New Lead Matching SourceTriggers when a new lead matching selected source is created in LeadCenter.AI.Trigger
- Updated LeadTriggers when a lead is updated in LeadCenter.AI.Trigger
- Create LeadCreates a new lead in LeadCenter.AI.Action
- Update LeadUpdates an existing lead in LeadCenter.AI.Action
How Plumsail Documents + LeadCenter.AI Integrations Work
- Step 1: Authenticate Plumsail Documents and LeadCenter.AI.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About LeadCenter.AI
AI-Powered Lead Management Software that automates tracking, scoring, and engaging leads to improve conversion of leads to business to grow your revenue.
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