LeadConnector + Pensight
Create new LeadConnector opportunities when clients submit new orders in Pensight
When a client submits an order in Pensight, this workflow will promptly respond by adding or updating an opportunity in LeadConnector. This seamless interaction not only helps in keeping your sales funnel current but also ensures all vital information is shared across both platforms in real-time. Enhance your business process efficiency with this convenient and user-friendly automation.
When a client submits an order in Pensight, this workflow will promptly respond by adding or updating an opportunity in LeadConnector. This seamless interaction not only helps in keeping your sales funnel current but also ensures all vital information is shared across both platforms in real-time. Enhance your business process efficiency with this convenient and user-friendly automation.
- When this happens...Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItA User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItFirst 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)
Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Try ItIn 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
