LeadConnector + PEP Cloud
Create and update opportunities in LeadConnector whenever new ebids are won in PEP Cloud
Winning a bid on PEP Cloud no longer requires manual transfer of data to LeadConnector. With this streamlined workflow, as soon as a bid is won on PEP Cloud, the relevant information will instantly be used to add or update an opportunity in LeadConnector. It's an efficient solution that saves valuable time, eliminates manual data entry errors and streamlines your sales process.
Winning a bid on PEP Cloud no longer requires manual transfer of data to LeadConnector. With this streamlined workflow, as soon as a bid is won on PEP Cloud, the relevant information will instantly be used to add or update an opportunity in LeadConnector. It's an efficient solution that saves valuable time, eliminates manual data entry errors and streamlines your sales process.
- When this happens...eBid Won
Triggers when an eBid is won.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Client Created
Triggers when a new client is created.
Try IteBid Lost
Triggers when an eBid is lost.
Try ItFirst Name
Last Name
Company Name
Address1
Address2
City
State
Zipcode
Country
Phone
Fax
Cell
Email
Lead?
Lead Source
Color Dot Color
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
eBid Created
Triggers when an eBid is created.
Try IteBid Won
Triggers when an eBid is won.
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
